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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Columbia | SC | 02/2010 | 08/2024 |
| Wells Fargo Advisors Llc | Columbia | SC | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 08/2024 |
| United Community Bank | Greenville | SC | 08/2024 | Present |
| Lpl Financial | Greenville | SC | 01/2025 | Present |
1- 11/2024 / United Community Advisory Services / DBA for LPL Business (entity for LPL business) / INV RLTD 2- 11/2024 / UNITED COMMUNITY BANK / Financial Institution Duty / INV RLTD / 160 HRS MNTH / START 08/19/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-31 |
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