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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-03-30 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Fort Mill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Sleepy Hollow | NY | 09/2007 | 02/2018 |
| Nylife Securities Llc | Saddle Brook | NJ | 10/2015 | 02/2018 |
| Nylife Distributors | Sleepy Hollow | NY | 09/2007 | 02/2018 |
| Eagle Strategies Llc | Saddle Brook | NJ | 08/2017 | 02/2018 |
| Hsbc Securities (Usa) Inc | New York | NY | 02/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Morristown | NJ | 01/2019 | 02/2021 |
| P.J. Robb Variable Corp. | Fort Mill | SC | 03/2021 | 03/2022 |
| Crump Life Insurance Services | Harrisburg | PA | 02/2021 | 03/2022 |
| Lpl Financial Llc | Fort Mill | SC | 03/2022 | Present |
1. 03/25/2024 - Charlotte Independence Soccer Club - Team Coordinator - Not Investment Related - 936 Market Street Suite 204, Fort Mill, SC 29708 - Start Date 8/7/2023 - 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
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