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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
| MN | RA | APPROVED | 2017-01-03 |
Branch Locations
Eden Pairie, MN • United States
Savage, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance | Columbus | OH | 04/2009 | 12/2016 |
| Nationwide Securities Llc | Dublin | OH | 05/2009 | 12/2016 |
| Lpl Financial, Llc | Bloomington | MN | 01/2016 | Present |
1. 1/3/2017 - LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/3/2017 - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-11 |
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