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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilkes Senior Village | North Wilkesboro | NC | 05/2019 | 08/2019 |
| Bosch Rexroth | Fountain Inn | SC | 01/2020 | 05/2020 |
| Bosch Rexroth | Fountain Inn | SC | 01/2021 | 05/2021 |
| Clemson University | Clemson | SC | 08/2021 | 05/2022 |
| Bosch Rexroth | Fountain Inn | SC | 05/2022 | 05/2023 |
| Clemson University | Clemson | SC | 08/2018 | 05/2023 |
| Hibriten High School | Lenoir | NC | 08/2014 | 05/2018 |
| Jl Davis Financial | Lenoir | NC | 03/2026 | Present |
| Exela Pharma Sciences Llc | Lenoir | NC | 05/2023 | 02/2026 |
| Lpl Financial | Lenior | NC | 03/2026 | Present |
1. 06/2026 – J.L. Davis Financial– DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 6/4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
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