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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Raleigh | NC | 08/2024 | 07/2026 |
| Samaritan's Purse | Boone | NC | 08/2023 | 08/2024 |
| Coca-Cola Consolidated | Roanoke | VA | 10/2021 | 05/2022 |
| Liberty University | Lynchburg | VA | 02/2021 | 09/2021 |
| Wingswept | Garner | NC | 05/2021 | 07/2021 |
| Classical Conversations | Pine Hurst Park | NC | 06/2020 | 08/2020 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2023 |
| Eden Christian Academy | Pittsburgh | PA | 08/2009 | 08/2017 |
| Grace Christian School | Cary | NC | 08/2017 | 05/2019 |
| Lpl Financial Llc | Raleigh | NC | 07/2026 | Present |
| Unemployed | Raleigh | NC | 05/2023 | 08/2023 |
1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related – 174 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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