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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Charlotte | NC | 04/2015 | 09/2017 |
| Wells Fargo Clearing Services, Lllc | Charlotte | NC | 09/2017 | 03/2023 |
| Lpl Financial Llc | Charlotte | NC | 03/2023 | Present |
1) 1/2023- Carnegie Private Wealth- DBA for LPL Business (entity for LPL business)- inv. related- Charlotte, NC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-01 |
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