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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-28 |
| NC | RA | APPROVED | 2026-08-28 |
| SC | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mauldin | SC | 09/2025 | Present |
| Lima One Capital Llc | Greenville | SC | 08/2023 | 09/2025 |
| The Greenery Of Charleston Llc | North Charleston | SC | 01/2023 | 08/2023 |
| Clemson University | Clemson | SC | 08/2020 | 12/2022 |
| Tricounty Technical College | Pendelton | SC | 08/2019 | 04/2020 |
| South Aiken High School | Aiken | SC | 08/2015 | 05/2019 |
| Aiken Technical College | Aiken | SC | 05/2020 | 08/2020 |
1- 12/2025 / MFG Upstate / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 12/2025 / Silverbay Holdings LLC DBA Penny Loafers Sourdough / Business Owner / Investment Related / Start date: 02/03/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
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