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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canton Junior/Senior High School | Canton | PA | 10/2015 | 01/2021 |
| Lee University | Cleveland | TN | 01/2021 | 01/2022 |
| Cracker Barrel | Mansfield | OH | 06/2021 | 08/2022 |
| Lee University | Cleveland | TN | 08/2020 | 05/2024 |
| Bowater Employees Credit Union | Cleveland | TN | 08/2022 | 04/2024 |
| Redemption To The Nations Church | Chattanooga | TN | 04/2024 | 08/2025 |
| New Life Church Of Canton | Canton | PA | 08/2025 | Present |
| Lpl Financial | Troy | PA | 08/2025 | Present |
| Pleasant Valley Financial Llc | Troy | PA | 08/2025 | Present |
1. 10/2025 - Pleasant Valley Financial LLC - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading. - At Reported Business Location(s) - OBA start date: 10/27/2025 2. 10/2025 - New Life Church of Canton - Bookeeper - Outside/W-2 Employment - Not Investment related - 20 Hrs/Mth - 00 Hrs During Trading - Canton PA 17724 - OBA start date: 08/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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