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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED | 2023-10-27 |
Branch Locations
8319 Six Forks Rd Ste 105, Raleigh, NC 27615-2108 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8319 Six Forks Rd Ste 105, Raleigh, NC 27615-2108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Raleigh | NC | 05/2019 | 10/2023 |
| Kerr Family Ymca | Raleigh | NC | 06/2014 | 08/2018 |
| North Carolina State University | Raleigh | NC | 08/2016 | 05/2020 |
| Lpl Financial, Llc | Raleigh | NC | 10/2023 | Present |
1)10/24/2023 - Capital Wealth Associates, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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