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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-12-09 |
Branch Locations
3345 University Ave Ste 5, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ttec | Morgantown | WV | 02/2010 | 06/2025 |
| Lpl Financial | Morgantown | WV | 09/2025 | Present |
1. 09/2025 - Trilith Wealth Management - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Naples, FL 34110 - OBA Start Date: 09/25/2025 2. 09/2025 - Trilith Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Naples, FL 34110 - OBA Start Date: 10/23/2025 3. 09/2025 - Trilith Insurance - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Naples, FL 34110 - OBA Start Date: 09/25/2025 4. 09/2025 - Soccer Referee - Coach/Sports/Fitness - Not Investment Related - 6 Hour(s)/Month - 0 Hour(s) During Trading - West Virginia 26531 - OBA Start Date: 09/06/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
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