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Patrick Andrew Kalbaugh

LPl Financial LLC

Fort Mill, SC

Wilmington, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-23
SC RA APPROVED 2026-03-23
  • NC RA
    APPROVED
    Since 2026-03-23
  • SC RA
    APPROVED
    Since 2026-03-23

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Wilmington, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tc2000 Brokerage, Inc. Wilmington NC 07/2019 03/2021
Worden Brothers Inc. Wilmington NC 07/2019 03/2021
Lpl Financial Fort Mill SC 06/2018 08/2018
Swim Club Management Group Charlotte NC 06/2017 08/2017
University Of North Carolina At Wilmington Wilmington NC 08/2015 05/2019
Lpl Financial Llc Fort Mill SC 03/2021 Present
  • 07/2019 → 03/2021
    Tc2000 Brokerage, Inc.
    Wilmington, NC
  • 07/2019 → 03/2021
    Worden Brothers Inc.
    Wilmington, NC
  • 06/2018 → 08/2018
    Lpl Financial
    Fort Mill, SC
  • 06/2017 → 08/2017
    Swim Club Management Group
    Charlotte, NC
  • 08/2015 → 05/2019
    University Of North Carolina At Wilmington
    Wilmington, NC
  • 03/2021 → Present
    Lpl Financial Llc
    Fort Mill, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-21
S63 Uniform Securities Agent State Law Examination 2020-07-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-21
  • S63 Uniform Securities Agent State Law Examination
    2020-07-23
Other Names
  • Patrick Kalbaugh

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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