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Elizabeth Sheets Leventis

LPl Financial LLC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-19
SC RA APPROVED 2018-08-17
  • TX RA
    APPROVED_RES
    Since 2018-08-19
  • SC RA
    APPROVED
    Since 2018-08-17

Branch Locations

120 Academy St Ste 102-028, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2013 → 08/2018
    Foresters Financial Services
    Charlotte, NC
  • 02/2015 → 08/2018
    Foresters Advisory Services Llc
    Charlotte, NC
  • 10/2017 → 07/2018
    Monat
    Charlotte, NC
  • 08/2018 → Present
    Fort Mill, SC
Previous Registrations
  • 2015-03-04 → 2018-09-11
    Foresters Advisory Services, Llc
    Charlotte, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-23
S63 Uniform Securities Agent State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2015-02-23
  • S63 Uniform Securities Agent State Law Examination
    2013-08-08
Other Names
  • Elizabeth Anne Sheets
  • Elizabeth Leventis

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