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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-21 |
Branch Locations
1317 B 3Rd Ave, Conway, SC 29526 • United States
1317 B 3Rd Ave, Conway, SC 29528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 05/2024 |
| Unemployed | N. Myrtle Beach | SC | 09/2017 | 03/2019 |
| Optima Bank & Trust | Portsmouth | NH | 01/2015 | 09/2017 |
| Lpl Financial Llc | Conway | SC | 05/2024 | Present |
1) 04/19/2024 - Thrive Private Wealth Strategies - Fixed Insurance - Selling: Term - SC 29526 - Investment related - 20 Hours per month - Start date: 05/20/2024. 2) 04/19/2024 - Thrive Private Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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