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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-25 |
| NC | RA | APPROVED | 2012-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greensboro | NC | 12/2012 | Present |
(1) 12/13/2012: Wilson Senior Benefits - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 30% Time Spent (2) 12/20/2012: Wilson Financial Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 30% Time Spent - Life, Health, LTC, Fixed Annuities (3) 12/10/2014: Wilson Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 2709-C Pinedale Rd, Greensboro NC 27408 - Start 01/19/1989 - 35 Hr/Mo; 35 Hour(s) During Securities Trading (4) 09/08/2016: No Business Name - Tax Prep/Accounting/CPA - Not Investment Related - 2700 Kinsey Drive, Summerfield, NC 27358 and 2709-C Pinedale Rd, Greensboro, NC 27408 - Start 03/01/2015 - 5 Hr/Mo; 0 Hour(s) During Securities Trading - tax prep services (5) 12/1/2020 - No Business Name - Not Investment Related - Home Based - Other-Video Production Instructor - Started 11/09/2020 - 25 Hours Per Month/1 Hour During Securities Trading - Teaching individuals how to produce videos including camera functionality, lighting, audio and editing. (6) 10/30/2024 - Other - YouTube Monetization - Not Investment Related - Home Based - Start Date 07/01/2024 - 16 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-10 |
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