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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2018-07-24 |
| TX | RA | APPROVED | 2016-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2008 | 10/2016 |
| Lpl Financial, Llc | San Ramon | CA | 11/2016 | Present |
1.11/04/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name RCH Wealth Management; Investment Related; at Reported Business Location(s); Start Date 11/04/2016; hrs/mth; hrs during trading 2.12/02/2016; higgins wealth management; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 11/15/2016; 0hrs/mth; 0hrs during trading 3.03/14/2025; National Life group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/01/2025; 1hrs/mth; 1hrs during trading 4.08/14/2025; RCH Wealth Holdings LLC; Real Estate Rental; Investment Related; ; Start Date 09/01/2022; 1hrs/mth; 0hrs during trading 5.07/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Eagle Private Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/25/2026; 160hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-14 |
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