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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 09/2019 | Present |
| Unemployed | Durham | NC | 07/2019 | 09/2019 |
| Parata Systems Llc | Durham | NC | 03/2008 | 07/2019 |
1. 03/2026 - Retirement Geeks - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 08 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/27/2026 This is the branch I would be working with as an investment advisor. Currently I have worked as a non-licensed assistant/operations manager. I was hired in September 2019. Address is: 2840 Plaza Place Ste #206, Raleigh NC 27216.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
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