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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-03 |
| NC | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhi General Group | San Ramon | CA | 11/2019 | 03/2020 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 11/2019 | 02/2024 |
| Clarks | Asheville | NC | 02/2017 | 06/2019 |
| University Of North Carolina At Asheville | Asheville | NC | 08/2015 | 05/2019 |
| Unemployed | Mooresville | NC | 07/2019 | 10/2019 |
| Unemployed | Cornelius | NC | 03/2024 | 06/2025 |
| Lpl Financial Llc | Fort Mill | SC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
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