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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-13 |
| SC | RA | APPROVED | 2025-05-13 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | New York | NY | 06/2019 | 05/2021 |
| J.P. Morgan Investment Management Inc. | New York | NY | 06/2019 | 05/2021 |
| Jpmorgan Asset Management | New York | NY | 01/2002 | 06/2019 |
| Lpl Financial Llc | Fort Mill | SC | 11/2022 | Present |
| Unemployed | Greenwich | CT | 05/2021 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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