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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
Branch Locations
1675 Buena Vista Drive, Lake Buena Vista, FL 32830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Selma | AL | 02/2014 | 02/2026 |
| Wells Fargo Clearing Services, Llc. | Selma | AL | 06/2018 | 02/2026 |
| Partners Federal Credit Union | Lake Buena Vista | FL | 03/2026 | Present |
| Lpl Financial | Lake Buena Vista | FL | 03/2026 | Present |
1. 03/2026 - Partners Federal Credit Union - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Orlando, FL, 32830, - OBA Start Date: 03/04/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Partners Retirement and Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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