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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-18 |
| SC | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston-Salem | NC | 08/2016 | 07/2020 |
| Ubs Financial Services Inc. | Washington | DC | 07/2020 | 07/2025 |
| Ubs Financial Services Inc. | Washington | DC | 06/2019 | 08/2019 |
| Gray's Outer Banks Lifestyle Clothing Company | Corolla | NC | 07/2017 | 08/2017 |
| Compliance.aI | San Francisco | CA | 08/2018 | 04/2020 |
| Lpl Financial Llc | Fort Mill | SC | 09/2025 | Present |
| Unemployment | Rockville | MD | 07/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-12 |
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