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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-19 |
| SC | RA | APPROVED | 2018-08-17 |
Branch Locations
120 Academy St Ste 102-028, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Charlotte | NC | 12/2013 | 08/2018 |
| Foresters Advisory Services Llc | Charlotte | NC | 02/2015 | 08/2018 |
| Monat | Charlotte | NC | 10/2017 | 07/2018 |
| Lpl Financial Llc | Fort Mill | SC | 08/2018 | Present |
1. 08/17/2018 - Elileven LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Rock Hill, SC - start: 10/01/2017. 2. 08/17/2018- Arrow & Bow Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel- at reported business location(s) - start: 8/17/2018 - 128 Hrs/Mth - 6 Hrs During Trading. 3. 08/17/2018 - Good Life IA - Non-Variable Insurance - inv rel - at reported business location(s) - start: 08/17/2018 - 32 Hrs/Mth - 2 Hrs During Trading. 4. 9/27/2018 - Artemis Women & Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/24/2018 - 20 Hours Per Month During Securities Trading. 5. 10/15/2018 - Archer Wealth & Wellness - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/03/2018 - 12 Hours Per Month During Securities Trading. 6. 10/17/2024 - Optimus Producer Partners - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 5 Hours Per Month/ During Trading. 7) 04/25/2025 - Luxe Appalachia Properties, LLC - Investment Related - Home Based - Real Estate Rental - Start Date:04/15/2025 - 10 Hrs/Mth - 5 Hrs During Trading. 8) 09/18/2025 - Butterflies & Rainbows - Not Investment Related - Other - Podcast - digital audio files - Start Date:08/26/2025 - 20 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
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