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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
| NC | RA | APPROVED | 2024-04-09 |
Branch Locations
9906 Knockando Ln, Huntersville, NC 28078 • United States
19510 Jetton Rd, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 01/2020 |
| Liberty Murtual | Huntersville | NC | 01/2019 | 08/2019 |
| Southern Professional Hockey League | Huntersville | NC | 07/2007 | 12/2018 |
| Raymond James Financial Services Advisors Inc | Mooresville | NC | 03/2020 | 04/2024 |
| Raymond James Financial Services Inc | Mooresville | NC | 03/2020 | 04/2024 |
| Unemployed | N/A | NC | 01/2020 | 03/2020 |
| Lpl Financial Llc | Cornelius | NC | 04/2024 | Present |
| United Community Bank | Cornelius | NC | 04/2024 | Present |
1) 07/18/2024 - 98% Zen - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 05/22/2024 - 2 Hours Per Month/ 0 Hours During Trading 2) 08/26/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name United community Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 120 Hours During Trading 3) 12/30/2025 - Williams Lodge 176 - Non-Profit Board Member - Jr Worden - Not Investment Related - Cornelius, NC - Start Date 01/01/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
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