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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-06-07 |
Branch Locations
355 S. Main St. 1St Flr #2281, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 08/2018 |
| Oppenheimer & Co. Inc | Atlanta | GA | 08/2018 | 06/2025 |
| Lpl Financial Llc | Greenville | SC | 06/2025 | Present |
1 - 05/2025 - Referee - Coach/Sports/Fitness - Not Inv Related - 7 Hours/Month - Seneca, SC - OBA Start Date: 01/01/2018. 2 - 05/2025 - Icon Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour/Month - 0 Hour During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-01 |
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