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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
4680 N. Patterson, Winston-Salem, NC 27103 • United States
575 North Patterson Avenue, Winston Salem, NC 27101 • United States
212 East Mountain Street, Kernersville, NC 27284 • United States
3015 East River Way, High Point, NC 27265 • United States
3314 Battleground Ave, Greensboro, NC 27410 • United States
109 Carmel Drive, King, NC 27021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Kernersville | NC | 07/2013 | 03/2018 |
| Wells Fargo Clearing Services, Llc. | Greensboro | NC | 04/2018 | 04/2022 |
| Wells Fargo Bank Na | Greensboro | NC | 04/2018 | 04/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2022 | 10/2024 |
| Allegacy Federal Credit Union | High Point | NC | 04/2022 | 10/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2024 | 05/2025 |
| Allegacy Federal Credit Union | High Point | NC | 10/2024 | Present |
| Lpl Financial Llc | King | NC | 05/2025 | Present |
1- 04/28/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allegacy Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 04/30/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-03 |
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