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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kyndryl, Inc. | Durham | NC | 11/2021 | Present |
| Ibm | Durham | NC | 06/2013 | 11/2021 |
| Lpl Financial Llc | Raleigh | NC | 09/2024 | Present |
1) 09/2024 - Kyndryl Inc. / Outside/W-2 Employment / hardware program manager / Inv. Related / 160 Hrs per month - 30 % Time Spent 2) 09/2024 - Capital Wealth management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
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