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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
| SC | RA | APPROVED | 2024-11-14 |
Branch Locations
884 Allbritton Boulevard Suite 205, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Lancaster | SC | 01/2014 | 09/2020 |
| Hitchcock Financial Group Inc | Charlotte | NC | 05/2015 | Present |
| Pruco Securities, Llc. | Charlotte | NC | 10/2020 | 11/2024 |
| Prudential Insurance Company Of America | Charlotte | NC | 10/2020 | Present |
| Lpl Enterprise, Llc | Mt. Pleasant | SC | 11/2024 | Present |
1) 02/21/2025-Hitchcock Financial Group Inc-President/Principal-Business Entity For Tax/Investment Purposes Only-Inv Related-At Johns Island, SC 2) 02/21/2025-Messer Financial Group Inc-Non-Variable Insurance-Inv related-At Charlotte, NC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-19 |
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