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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2019 | 10/2020 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2018 | 04/2019 |
| Research And Business Development Center | Rexburg | ID | 04/2018 | 07/2018 |
| Research And Business Development Center | Rexburg | ID | 01/2018 | 04/2018 |
| Broulims Fresh Foods | Rexburg | ID | 07/2016 | 02/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 04/2015 | 04/2019 |
| Self Employed | Scottsdale | AZ | 07/2020 | 07/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2020 | 03/2023 |
| Wonsulting | Scottsdale | AZ | 09/2021 | 09/2022 |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2023 | 05/2024 |
| Lpl Financial Llc | Fort Mill | SC | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
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