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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-08 |
| MI | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Ricmond | VA | 05/2013 | 06/2017 |
| Lpl Financial | Niles | MI | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Mishawaka | IN | 07/2017 | 05/2021 |
| Key Investment Services | Brooklyn | OH | 12/2021 | 02/2022 |
| Keybank | South Bend | IN | 11/2021 | 02/2022 |
| Unemployed | South Bend | IN | 06/2021 | 10/2021 |
| Key Investment Services Llc | Brooklyn | OH | 02/2022 | 10/2022 |
| Keybank | South Bend | IN | 02/2022 | 10/2022 |
| Key Investment Services Llc | Brooklyn | OH | 10/2022 | 06/2026 |
1. 05/2026 - Reno Real Estate LLC - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – South Bend, IN, 46619 – OBA Start Date: 01/01/2021 2. 05/2026 - South Bend Community Schools basketball & volleyball official - Coach/ Sports/ Fitness - Not Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – South Bend, IN, 46619 – OBA Start Date: 08/01/2017 3. 05/2026 - Diamond Luxury Transport - Outside/W-2 Employment - Not Inv Related – 15 Hour(s)/Month – 0 Hour(s) During Trading – Niles, MI, 49120 – OBA Start Date: 04/15/2026 4. 05/2026 - McClatchey Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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