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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-03 |
Branch Locations
4470 Cox Rd. Suite 150, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glen Allen | VA | 01/2025 | Present |
| Atrium Health Wake Forest Baptist, Department Of Neurology | Winston-Salem | NC | 06/2023 | 12/2024 |
| Not Applicable | Pfafftown | NC | 01/2023 | 05/2023 |
| Wake Forest University School Of Medicine | Winston-Salem | NC | 07/2022 | 12/2022 |
| Not Applicable | Winston-Salem | NC | 06/2022 | 06/2022 |
| Atrium Health Wake Forest Baptist, Department Of Neurology | Winston-Salem | NC | 09/2021 | 05/2022 |
| Oak Street Health | Winston-Salem | NC | 06/2021 | 08/2021 |
| Johns Hopkins University | Baltimore | MD | 05/2020 | 05/2021 |
| Atrium Health Wake Forest Baptist | Winston-Salem | NC | 07/2019 | 05/2020 |
| Not Applicable | Winston-Salem | NC | 05/2019 | 07/2019 |
| Wake Forest University | Winston-Salem | NC | 08/2015 | 05/2019 |
1)04/08/2025 - Capstone Financial Partners, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Position: Not-Licensed Assistant/Client Services Associate - I started working for Capstone Financial Partners on January 2nd, 2025 - I work approximately 160 hours/month - I work from 9:00am - 5:00pm (all securities trading hours) - I am currently working on getting my licenses to become a registered representative for Capstone Financial Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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