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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| MO | RA | APPROVED | 2022-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Overland Park | KS | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 04/2022 |
| Lpl Financial Llc | Lees Summit | MO | 04/2022 | Present |
1)04/13/2022 - Carmack Capital Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 3/25/2022 - 40 Hr/Mth 8 Hrduring trading 2) 08/08/2022- keen technologies- Not Investment Related- Home Based - Outside/W-2 Employment - Start Date- 08/31/2022- 25 Hours Per Month/ 0 Hours During Securities Trading 3) 12/8/2022 - Keen Technologies - Not Investment Related - Home Based - For-Profit Board Member - Keen Tech - Start Date - 08/11/2022 - 10 Hours Per Month/0 Hours During Securities Trading 4. 07/29/2025 - Keen Systems LLC - Outside/W-2 Employment - Home Based - Not inv rel - Start Date - 08/15/2025 - 12 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-30 |
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