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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
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 |
|---|---|---|---|---|
| Associate Staffing | Charlotte | NC | 09/2019 | 12/2019 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 12/2019 | 03/2023 |
| Legacy First Financial Group | Charlotte | NC | 09/2018 | 09/2019 |
| American Financial Education Alliance | Charlotte | NC | 08/2018 | 09/2018 |
| Unc Charlotte | Charlotte | NC | 08/2016 | 05/2018 |
| Unc Charlotte | Charlotte | NC | 08/2018 | 12/2018 |
| Unc Charlotte | Charlotte | NC | 01/2019 | 05/2019 |
| Unemployed | Charlotte | NC | 05/2018 | 08/2018 |
| Lpl Financial | Charlotte | NC | 03/2023 | Present |
1) 03/01/2023 - Carnegie Private Wealth- DBA for LPL Business (entity for LPL business)- inv. related- Charlotte, NC - Start date: 03/01/2023 2. 08/18/2025 - Non-Variable Insurance - Inv Rel - At reported business location(s) - Start date: 08/15/2025 - 2hrs/mnth 2hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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