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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
620 Green Valley Rd Ste 306, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greensboro | NC | 09/2019 | Present |
| Grady-White Boats | Greenville | NC | 06/2017 | 09/2019 |
| Full-Time Education | Greensboro | NC | 08/2001 | 06/2017 |
1. 2/25/2021 - Innovative Financial Solutions - DBA: Innovative Financial Solutions, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/22/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 2. 11/21/2023 - Cape Lookout Grady-White Owners' Club - Other - Club - Commodore - Not Investment Related - Morehead City, NC. - Start Date 10/23/2023 - 2 Hours Per Month/ 0 Hours During Trading. 3) 09/18/2025 - Windrose Travel Co. - Not Investment Related - Other - Travel - Home Based - Start Date:09/16/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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