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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-29
  • NC RA
    APPROVED
    Since 2026-07-29

Branch Locations

343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty University Lynchburge VA 08/2022 05/2025
Liberty University Lynchburg VA 01/2025 08/2025
Grace Christian School Sanford NC 08/2019 08/2022
Homeschooled Pinehurst NC 08/2009 05/2019
Grace Christian School Sanford NC 05/2021 08/2021
Steward Wealth Strategies Raleigh NC 07/2025 Present
Osaic Raleigh NC 11/2025 07/2026
Lpl Financial Llc Raleigh NC 07/2026 Present
  • 08/2022 → 05/2025
    Liberty University
    Lynchburge, VA
  • 01/2025 → 08/2025
    Liberty University
    Lynchburg, VA
  • 08/2019 → 08/2022
    Grace Christian School
    Sanford, NC
  • 08/2009 → 05/2019
    Homeschooled
    Pinehurst, NC
  • 05/2021 → 08/2021
    Grace Christian School
    Sanford, NC
  • 07/2025 → Present
    Steward Wealth Strategies
    Raleigh, NC
  • 11/2025 → 07/2026
    Osaic
    Raleigh, NC
  • 07/2026 → Present
    Raleigh, NC
Previous Registrations
Other Businesses

1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 86 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/28/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-06
  • S66 Uniform Combined State Law Examination
    2026-04-06

View on SEC IAPD

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