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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elizabeth City | NC | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elizabeth City | NC | 11/2016 | 11/2017 |
| Townebank | Elizabeth City | NC | 11/2017 | 10/2023 |
| Raymond James Financial Services, Inc. | Moyock | NC | 11/2017 | 10/2023 |
| Raymond James Financial Services Advisors Inc. | Moyock | NC | 11/2017 | 10/2023 |
| Lpl Financial, Llc | Moyock | NC | 10/2023 | Present |
1) 10/04/2023 - Real Estate Rental - Owner - Inv Rel - Kitty Hawk, NC - Start: 05/2019 - 1 Hr/Mth 2) 10/04/2023 - McPherson Beverages - Partial Ownerships - Non-Inv Rel- soft drink distribution - Roanoke Rapids, NC - Start: 11/2003 - 0 hrs mo - no duties 3) 10/18/2023 - Hull Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/17/2023 - 40 Hours Per Month/ 7 Hours During Trading 4) 02/22/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 0 Hours Per Month/ During Trading 5) 02/22/2024 - Hull Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 1 Hour Per Month/ 0 Hours During Trading 6) 10/03/2024 - NENC Economic Growth Initiative - Non-Profit Board Member - Not Investment Related - Currituck, NC - Start Date 05/20/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-20 |
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