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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-05-18 |
Branch Locations
1000 Shop Rd, Columbia, SC 29201 • United States
7655 Garners Ferry Rd, Columbia, SC 29209 • United States
1835 S Lake Dr., Lexington, SC 29073 • United States
2120 Sunset Blvd, West Columbia, SC 29169 • United States
3122 Milwood Ave, Columbia, SC 29205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmetto Citizens Fcu | Columbia | SC | 05/2008 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 02/2013 | Present |
| Lpl Financial Llc | West Columbia | SC | 05/2022 | Present |
1) 05-18-2022- No Business Name- Investment Related-Notary-1 Hours Per Month/1 Hour During Trading- 2) 05-18-2022- Palmetto Citizens Investment Services- Investment Related-At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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