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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED_RES | 2025-02-06 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Fort Mill, SC • United States
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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Shelton | CT | 12/2019 | 08/2021 |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 12/2019 | 08/2021 |
| Learning Education | Shanghai | 09/2018 | 08/2019 | |
| Trinity College | Hartford | CT | 09/2013 | 05/2018 |
| Hartford Community Loan Fund | Hartford | CT | 07/2017 | 09/2017 |
| Unemployed | Farmington | CT | 05/2018 | 08/2018 |
| Unemployed | Farmington | CT | 08/2019 | 12/2019 |
| Carillon Fund Distributors, Inc | Saint Petersburg | FL | 11/2021 | 06/2023 |
| Lpl Financial Llc | Aiken | SC | 05/2024 | 12/2024 |
| Unemployed | Aiken | SC | 06/2023 | 04/2024 |
| Lpl Financial Llc | Fort Mill | SC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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