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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-06
TN RA APPROVED 2025-10-02
  • SC RA
    APPROVED
    Since 2025-10-06
  • TN RA
    APPROVED
    Since 2025-10-02

Branch Locations

Fairview, TN • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Franklin TN 11/2013 09/2025
Kaia Woodkrafts Fairview TN 01/2019 12/2024
Lpl Financial Llc Fort Mill SC 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-24
S63 Uniform Securities Agent State Law Examination 1998-01-27
  • S66 Uniform Combined State Law Examination
    2015-06-24
  • S63 Uniform Securities Agent State Law Examination
    1998-01-27
Other Names
  • Julie Freitas
  • Julie Anne Carroll
  • Julie Anne Carroll
  • Julie Anne Freitas

View on SEC IAPD

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