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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| NC | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Charlotte | NC | 10/2018 | 12/2019 |
| Waddell & Reed Inc | Charlotte | NC | 12/2019 | 07/2021 |
| Hornets Basketball Llc | Charlotte | NC | 05/2016 | 11/2018 |
| Charlotte Hornets | Charlotte | NC | 01/2016 | 11/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Charlotte | NC | 12/2019 | 07/2021 |
| Hornets Basketball, Llc | Charlotte | NC | 05/2016 | Present |
| Itineris Partners | Charlotte | NC | 11/2018 | Present |
| Hornets Basketball, Llc | Charlotte | NC | 05/2016 | 11/2018 |
| Lpl Financial, Llc | Charlotte | NC | 07/2021 | Present |
1. 07/21/2021 - Itineris Partners Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2018. 2. 8/17/2021 - Currie Insurance - Not Investment Related - Home Based - Outside/W-2 Employment - Started 08/09/2021 - 25 Hours Per Month/0 Hours During Securities Trading - Dad is the owner of the business. Assistance with some of the parts of running the business such as expense tracking, marketing, ordering supplies, paying bills, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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