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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
500 Congaree Road Suite 1103, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 04/2017 |
| Raymond James & Associates, Inc. | Greenville | SC | 04/2017 | 06/2025 |
| Lpl Financial Llc | Greenville | SC | 06/2025 | Present |
1. 6/25/2025 - Harvest Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - Greenville, SC 29607 - Start date: 06/15/2025 - 200 Hrs/Mth - 40 Hrs During Trading - Time Spent:100 2. 6/25/2025 - Harvest Wealth Capital Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Greenville, SC 29607 - Start date: 06/15/2025 - 200 Hrs/Mth - 40 Hrs During Trading - Time Spent:100 3. 07/18/2025 - L7 Enterprises, LLC dba Harvest Wealth - Business Entity For Tax/Investment Purposes Only - Not Inv rel - At reported Business location(s) - Start date: 06/25/2025 - 3 Hrs/Mth - 0 Hrs During Trading 4. 07/18/2025 - L7 Holdings, INC - Business Entity For Tax/Investment Purposes Only - Not Inv rel - At reported Business location(s) - Start date: 06/25/2025 - 3 Hrs/Mth - 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-14 |
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