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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-22 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Suwanee, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 04/2016 | 08/2023 |
| Suntrust Advisory Services Llc | Atlanta | GA | 04/2016 | 08/2023 |
| Schwab Wealth Advisory Inc | Atlanta | GA | 08/2023 | 04/2024 |
| Charles Schwab & Co Inc | Atlanta | GA | 08/2023 | 04/2024 |
| Lpl Financial Llc | Fort Mill | SC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-26 |
| S66 | Uniform Combined State Law Examination | 2007-01-11 |
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