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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Charlotte | NC | 10/2012 | 02/2021 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 11/2023 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 11/2023 |
| Lpl Financial Llc | Charlotte | NC | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-22 |
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