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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-25 |
| NC | RA | APPROVED | 2008-07-02 |
Branch Locations
325 S. Sharon Amity Rd, Charlotte, NC 28211 • United States
110 East Blvd., Ste 1500, Charlotte, NC 28203 • United States
1043 East Morehead Street, Charlotte, NC 28204 • United States
1043 East Morehead Street, Charlotte, NC 28204 • United States
13816 East Independence Blvd, Indian Trail, NC 28079 • United States
2742 West Roosevelt Blvd, Monroe, NC 28110 • United States
649 Brawley School Rd, Mooresville, NC 28117 • United States
13731 Providence Rd., Weddington, NC 28104 • United States
233 S Main St, Mount Holly, NC 28120 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 05/2008 | Present |
| Sc Bank And Trust | Charlotte | NC | 06/2008 | Present |
| North Carolina Bank And Trust | Charlotte | NC | 11/2008 | Present |
(1) 05/27/2014: SOUTH STATE INVESTMENT SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 6525 MORRISON BLVD SUITE 110, CHARLOTTE, NC 28211 - START 06/30/2014 - 160 HR/MO 130 DURING SECS TRDG HRS (2) 11/11/2016: South State Bank - Financial Institution Duty - Investment Related - 6525 Morrison Blvd, suite 500, Charlotte, NC 28211 - Start 09/01/2008 - 3 Hr/Mo; 0 Hour(s) During Securities Trading - Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-05 |
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