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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
224 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Online Trading Academy | Norwalk | CT | 01/2016 | 09/2016 |
| People's Securities, Inc. | Bridgeport | CT | 11/2016 | 06/2017 |
| Rbc Capital Markets, Llc | Westport | CT | 06/2017 | 08/2017 |
| Morgan Stanley | Charleston | SC | 08/2017 | 10/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2018 | 10/2024 |
| Lpl Financial Llc | Daniel Island | SC | 10/2024 | Present |
1- 10/2024 / Island Park Private Wealth / DBA for LPL Business (entity for LPL business) / INV RLTD / 200 HRS MNTH / 6.5 HRS DURING TRADING / START 10/21/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
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