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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterworks Autowash | Bowling Green | KY | 06/2020 | 08/2020 |
| Waterworks Autowash | Bowling Green | KY | 05/2021 | 07/2021 |
| Bell, Orr, Ayers, And Moore P.S.C. | Bowling Green | KY | 08/2021 | 04/2023 |
| Firemen Moving Company | Bowling Green | KY | 05/2023 | 08/2023 |
| Griff's Deli | Bowling Green | KY | 03/2024 | 05/2024 |
| Cerity Partners | Bowling Green | KY | 05/2024 | 08/2024 |
| Roberts Insurance And Investments | Bowling Green | KY | 06/2025 | Present |
| Lpl Financial Llc | Bowling Green | KY | 07/2025 | Present |
| Unemployed | Bowling Green | KY | 08/2015 | 06/2020 |
| Full Time Education | Bowling Green | KY | 08/2020 | 05/2021 |
| Full Time Education | Bowling Green | KY | 08/2021 | 05/2022 |
| Full Time Education | Bowling Green | KY | 08/2022 | 05/2023 |
| Full Time Education | Bowling Green | KY | 08/2023 | 05/2024 |
| Full Time Education | Bowling Green | KY | 08/2024 | 05/2025 |
1-08/2025 / Roberts Insurance and Investments / DBA for LPL Business (entity for LPL business) / Investment Rltd / at business location / start 06/23/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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