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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Charlotte | NC | 12/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Charlotte | NC | 02/2010 | 07/2021 |
| Bni Professional Connections | Huntersville | NC | 10/2012 | 07/2021 |
| Rotary Club Of Ballantyne | Charlotte | NC | 11/2012 | 07/2021 |
| March Of Dimes | Charlotte | NC | 07/2016 | 11/2020 |
| Ballantyne Briefings | Charlotte | NC | 09/2016 | 09/2018 |
| Bni Professional Connections | Huntersville | NC | 10/2020 | 07/2021 |
| Lpl Financial Llc | Charlotte | NC | 07/2021 | Present |
02/2010 TO PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, CHARLOTTE, NC, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT 10/2012-PRESENT, BNI PROFESSIONAL CONNECTIONS, HUNTERSVILLE, NC, INV-RELATED: N, NETWORKING GROUP, POWER TEAM COORDINATOR/ VP , 8 HRS/MO, 0 SEC TRADING HRS/DAY. 11/2012-PRESENT, ROTARY CLUB OF BALLANTYNE, CHARLOTTE, NC, INV-RELATED: N, NOT FOR PROFIT, SPEAKER COORDINATOR, 8 HRS/MO, 0 SEC TRADING HRS/DAY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-06 |
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