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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-28 |
| SC | RA | APPROVED | 2022-06-28 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2010 | 05/2022 |
| Bank Of America, N.A. | Charlotte | NC | 06/2017 | 05/2022 |
| Lpl Financial Llc | Fort Mill | SC | 05/2022 | Present |
1.06/18/2026; Kudzu Bakery & Market; Business Owner; Not Investment Related; Fort Mill,SC; Start Date 10/09/2026; 5hrs/mth; 0hrs during trading 2.06/30/2026; Kudzu Bakery & Market; Business Owner; Not Investment Related; Charlotte,NC; Start Date 08/01/2025; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-23 |
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