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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| NC | RA | APPROVED | 2011-06-15 |
Branch Locations
2547 Ravenhill Dr Ste 103, Fayetteville, NC 28303 • United States
2911 Village Drive, Fayetteville, NC 28304 • United States
20 Pine State St, Lillington, NC 27546 • United States
130 E Salisbury St, Robbins, NC 27325 • United States
112 S 401 Bypass, Raeford, NC 28376 • United States
1002 S Hoirner Blvd, Sanford, NC 27330 • United States
315 Albermarle Rd, Troy, NC 28387 • United States
520 North Main St, Biscoe, NC 27209 • United States
985 Old Us Hwy 1, Southern Pines, NC 28387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fayetteville | NC | 06/2011 | Present |
| Crescom Bank | Fayetteville | NC | 07/2019 | 05/2020 |
1. 06/07/2011: INVESTMENT & RETIREMENT ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - TIME SPENT 50%. 2. 12/21/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/16/2023 - 2 Hours Per Month/ During Trading 3. 04/16/2024 - Fidelity Bank - Non-Inv Related - Financial Institution Duty - Relationship Manager - Started: 1/1/2024 - 2 Hrs/Mo. 4. 11/20/2025 - 3corbett LLC - Real Estate Rental - Investment Related - Wrightsville Beach, NC - Start Date 11/10/2025 - 0 hours per month/ during trading 5. 12/04/2025 - Investment & Retirement Advisors Tax & Accounting LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-14 |
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