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Mayank Ashvinbhai Patel

LPl Financial LLC

Fort Mill, SC

Huntersville, 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 2022-02-07
SC RA APPROVED 2022-02-07
  • NC RA
    APPROVED
    Since 2022-02-07
  • SC RA
    APPROVED
    Since 2022-02-07

Branch Locations

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

Huntersville, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 03/2013 05/2019
Bank Of America Charlotte NC 05/2019 09/2021
Lpl Financial Llc Fort Mill SC 09/2021 Present
Lpl Enterprise Llc Fort Mill SC 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Other Names
  • Mayankbhai Ashvinbhai Patel
  • Mayank A. Patel
  • Mayank Patel

View on SEC IAPD

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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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