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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
3125 Shannon Road, Durham, NC 27707 • United States
7870 Brier Creek Parkway, Raleigh, NC 27617 • United States
1060 Timber Drive East, Garner, NC 27529 • United States
310 E. Main Street, Suite 110, Carrboro, NC 27510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jrl Photography | Raleigh | NC | 10/2013 | 05/2025 |
| Lincoln Financial Securities Corporation | Fuquay Varina | NC | 11/2014 | 01/2018 |
| Lpl Financial Llc | Clayton | NC | 01/2018 | 04/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2020 | 05/2025 |
| Coastal Credit Union | Raleigh | NC | 04/2020 | Present |
| Lpl Financial Llc | Raleigh | NC | 05/2025 | Present |
1- 05/2025 - JRL Rentals - Real Estate Rental - Owner - Investment Related - Raleigh, NC - Start Date 08/01/2021 - 10 hours per month/ 0 hours during trading 2- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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