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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-21 |
Branch Locations
3959 Hwy 17 Bypass, Suite D, Murrells Inlet, SC 29576 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pawleys Island | SC | 05/2012 | 11/2016 |
| Wells Fargo Bank, Na | Pawleys Island | SC | 05/2012 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Pawleys Island | SC | 11/2016 | 06/2018 |
| Capital Investment Group Inc | Raleigh | NC | 11/2018 | 09/2019 |
| Capital Investment Advisory Services Llc | Raleigh | NC | 11/2018 | 09/2019 |
| Unemployed | Pawleys Island | SC | 07/2018 | 11/2018 |
| Granite Quarry Direct | Murrells Inlet | SC | 09/2019 | 10/2020 |
| Self-Employed | Pawleys Island | SC | 09/2019 | 10/2023 |
| Client One Securities, Llc | Leawood | KS | 05/2021 | 11/2023 |
| Kingsview Wealth Management Llc | Murrells Inlet | SC | 11/2023 | 03/2026 |
| Kingsview Partners Llc | Grants Pass | OR | 11/2023 | 03/2026 |
| Lpl Financial Llc | Murrells Inlet | SC | 03/2026 | Present |
1. 03/2026 - COASTAL CAPITAL INVESTMENT SERVICES - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 80 Hour(s)/Month - 26 Hour(s) During Trading - Pawleys Island SC 29585 - OBA Start Date: 02/25/2026 2. 03/2026 - TIDELANDS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 26 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 3/16/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-15 |
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