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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| NC | RA | APPROVED | 2023-09-29 |
Branch Locations
56 Central Avenue Suite 104, Asheville, NC 28801 • United States
Arden, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Asheville | NC | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Asheville | NC | 11/2016 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hickory | NC | 11/2020 | 09/2023 |
| Bank Of America, N.A. | Hickory | NC | 03/2021 | 09/2023 |
| Lpl Financial Llc | Asheville | NC | 09/2023 | Present |
1) 07/26/2023 - DOBSON WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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