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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 08/2019 | 07/2022 |
| Lock Haven University | Lock Haven | PA | 08/2014 | 05/2018 |
| Pnc Bank | Erie | PA | 06/2018 | 07/2019 |
| Express Factory Outlet | Erie | PA | 06/2016 | 03/2018 |
| Lpl Financial Llc | Charlotte | NC | 03/2024 | Present |
| Robert Black Insurance | Mount Holly | NC | 08/2022 | 02/2024 |
1) 03/14/2024 - Carnegie Private Wealth - 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 | 2024-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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