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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Greenville | NC | 02/2013 | 11/2016 |
| Wells Fargo Bank Na | Greenville | NC | 04/2012 | 10/2020 |
| Wells Fargo Clearing Services, Llc | Greenville | NC | 11/2016 | 10/2020 |
| Janney Montgomery Scott Llc | Charlotte | NC | 10/2020 | 07/2024 |
| Lpl Financial | Fort Mill | SC | 07/2024 | Present |
1- 07/03/2024 / Pilot Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 8 hrs mth / At reported business location(s) 2- 07/03/2024 / Justin Bryson / Non-Variable Insurance / Investment Related / 20 hrs mth / 4 hrs mth / GREENSBORO, NC / Start date: 07/24/2024 3- 07/03/2024 / Team Pearl LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / SC, 29720 / Start date: 02/21/2017 4- 07/03/2024 / GritFit, Inc. DBA ISI Elite Training / Business Owner / Not Investment Related / Waxhaw, NC / Start date: 02/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-28 |
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