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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-30 |
| TN | RA | APPROVED | 2022-05-25 |
| NC | RA | APPROVED | 2018-01-19 |
Branch Locations
325 N. Judd Parkway, Fuquay Varina, NC 27526 • United States
128 N 2Nd Street, Smithfield, NC 27577 • United States
4406 East Main Street, Wallce, NC 28466 • United States
805 N Arendell Ave, Zebulon, NC 27597 • United States
200 East Church Street, Benson, NC 27504 • United States
6144 Us 301 South, Four Oaks, NC 27524 • United States
4711 Six Forks Rd, Raleigh, NC 27609 • United States
1736 Carothers Pkwy Ste. 100, Brentwood, TN 37027 • United States
New Bern, NC • United States
1105 Hatches Pond Ln, Cary, NC 27519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Fuquay Varina | NC | 07/2008 | 01/2018 |
| Lpl Financial | Fuquay Varina | NC | 01/2018 | Present |
| United Community Bank (Ga) | Fuquay Varina | NC | 01/2018 | Present |
1) 08/02/2024 - United Community Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - Start Date 08/02/2023 - 160 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 1992-09-22 |
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