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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| NC | RA | APPROVED | 2018-02-14 |
Branch Locations
3995 Sc-9, Boiling Springs, SC 29316 • United States
449 East Main St Suite C, Spartanburg, SC 29302 • United States
1524 E Main St, Easley, SC 29640 • United States
311 S Limestone St, Gaffney, SC 29340 • United States
200 E Camperdown Way, Greenville, SC 29601 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 12/2015 | 02/2018 |
| United Community Banks, Inc. | Greenville | SC | 12/2015 | Present |
| Lpl Financial Llc | Travelers Rest | SC | 02/2018 | Present |
1. 03/12/2018 - UNITED COMMUNITY ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-12 |
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