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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-11-14 |
Branch Locations
100 Springcrest Dr, Fort Mill, SC 29715 • United States
957 Gold Hill Rd, Fort Mill, SC 29708 • United States
660 North Anderson Road, Rock Hill, SC 29730 • United States
2915 Lizzie Melton Rd, Chester, SC 29706 • United States
1769 J.A. Cochran By-Pass, Chester, SC 29706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Federal Credit Union | Lancaster | SC | 04/2006 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial Llc | Fort Mill | SC | 11/2018 | Present |
1)10/02/2018 - Founders Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)10/02/2018 - Rock Hill / Fort Mill Minority Scholarship Foundation - Board Member - inv rel - Rock Hill, SC - start: 08/2014 2) 10/31/2023 - Founders Wealth Management - Inv Related - Lancaster, SC - Start Date: 1/1/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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