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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-27 |
| SC | RA | APPROVED | 2024-10-04 |
Branch Locations
Mount Pleasant, SC • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | Mount Pleasant | SC | 06/2018 | 12/2018 |
| Coastal Financial Planning Group | Charleston | SC | 03/2013 | 01/2017 |
| Homemaker | Mount Pleasant | SC | 02/2017 | 06/2018 |
| Pruco Securities, Llc. | Mt Pleasant | SC | 12/2018 | 09/2024 |
| Prudential Insurance Company Of America | Mt Pleasant | SC | 12/2018 | 09/2024 |
| Lpl Enterprise, Llc. | Fort Mill | SC | 09/2024 | Present |
1) 12/28/2023 - Wilco Capital - Outside/W2 Employment - Not inv. related - At Birmingham, AL - Start date 02/01/2018 - 0hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
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