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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Pilot Financial Advisors | Greensboro | NC | 02/2009 | Present |
| Lincoln Financial Securities Corp | Greensboro | NC | 08/2009 | 05/2024 |
| Lpl Financial | Greensboro | NC | 05/2024 | Present |
1) 04/26/2024 - Principles of Financial Planning - Investment Related - DBA - 50% owner - Greensboro, NC 27401 2) 04/26/2024 - The Real McCoy Instructions Services, LLC - Owner/Instructor - Kernersville, NC 27284 - Instruction services related to use of lethal force for self-defense and use of firearms - 14 hrs/mth 3) 04/26/2024 - Pilot Financial and Gene Pleasants Agency - Sole Proprietor - Greensboro, NC 27401 - Non-Variable Insurance - Investment Related - 30 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-05 |
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