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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegacy Federal Credit Union | Clemmons | NC | 08/2025 | Present |
| Winston Salem/Forsyth County Schools | Winston Salem | NC | 08/2024 | 08/2025 |
| Unemployed | Winston Salem | NC | 06/2024 | 08/2024 |
| Anne Hill International School | Ho Chi Minh City | 08/2022 | 06/2024 | |
| Unemployed | Winston Salem | NC | 06/2022 | 08/2022 |
| Winston Salem/Forsyth County Schools | Winston Salem | NC | 08/2017 | 06/2022 |
| Unemployed | Winston Salem | NC | 05/2017 | 08/2017 |
| High Country Soccer Association | Boone | NC | 08/2015 | 05/2017 |
| Appalachian State University | Boone | NC | 08/2012 | 05/2017 |
| Lpl Financial Llc | Clemmons | NC | 08/2025 | Present |
1. 09/30/2025"Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allegacy Investment Group- Investment related - At Reported Business Location (s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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