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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-12-14 |
| TX | RA | APPROVED | 2018-12-14 |
Branch Locations
12303 Highway 707 Ste B, Murrells Inlet, SC 29576 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Pawleys Island | SC | 05/2009 | 12/2018 |
| Lpl Financial Llc | Murrells Inlet | SC | 12/2018 | Present |
1)12/14/18- Harbor Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Pawleys Island, SC - 100% 2) 06/05/2023 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/30/2023 - 2 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
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