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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-14 |
| NC | RA | APPROVED | 2023-03-01 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 03/2023 |
| Lpl Financial Llc | Charlotte | NC | 03/2023 | Present |
1) 03/01/2023 - BRJK, LLC - Business Entity For Tax/Investment Purposes Only - Partner - Charlotte, NC 28211 - Non investment related - Start date: 04/22/2004 - 1 Hour per month 1 hr during trading 2) 03/01/2023 - Carnegie Private Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). - Start date: 03/01/2023 3. 08/18/2025 - Non-Variable Insurance - Investment related - At reported business location(s). - Start date: 08/15/2025 - 2 hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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