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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mount Pleasant | SC | 12/2025 | Present |
| Charleston Retirement Planning | Mount Pleasant | SC | 12/2025 | Present |
| United States Air Force | Charleston | SC | 11/2018 | 12/2022 |
| The Citadel | Charleston | SC | 01/2023 | 05/2025 |
| 1899 Llc | Charleston | SC | 06/2025 | 11/2025 |
| Southern Rubbish, Llc | Cumming | GA | 05/2018 | 11/2018 |
| Costco | Cumming | GA | 03/2018 | 05/2018 |
| University Of North Georgia | Cumming | GA | 08/2015 | 03/2018 |
| University Of Oklahoma - Online | Charleston | SC | 08/2025 | Present |
1.05/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Charleston Retirement Planning; Investment Related; at Reported Business Location(s); Start Date 05/15/2026; 160hrs/mth; 120hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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