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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-12-24 |
| TX | RA | APPROVED_RES | 2012-02-28 |
| NC | RA | APPROVED | 2012-02-14 |
Branch Locations
1997 Hood Rd, Greer, SC 29650 • United States
7422 Carmel Executive Park Suite 218, Charlotte, NC 28226 • United States
712 South Main Street Suite A, Greenville, SC 29601 • United States
2508 East Franklin Blvd, Gastonia, NC 28056 • United States
1324 W Wade Hampton Blvd, Greer, SC 29650 • United States
8944 J.M. Keynes Drive Ste 320, Charlotte, NC 28262 • United States
4418 Park Road, Charlotte, NC 28209 • United States
9695 Redstone Drive Suite 100, Indian Land, SC 29707 • United States
710 Fairview Road, Simpsonville, SC 29680 • United States
10922 S Tryon Street Suite A, Charlotte, NC 28273 • United States
1108 E Dixon Blvd, Shelby, NC 28152 • United States
9825 Sandy Rock Place, Charlotte, NC 28277 • United States
403 N. Main Street, Salisbury, NC 28144 • United States
1955 Sharonview Way, Fort Mill, SC 29707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharonview Federal Credit Union | Charlotte | NC | 03/2004 | Present |
| Lpl Financial | Charlotte | NC | 01/2012 | Present |
1. 1/24/2012 - SHARONVIEW FINANCIAL SERVICES - SHARONVIEW FEDERAL CREDIT UNION - TIME SPENT 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-12 |
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