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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-15 |
Branch Locations
136 Gateway Blvd Suite C, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mooresville | NC | 08/2013 | 09/2017 |
| Wells Fargo Bank Na | Mooresville | NC | 08/2012 | 10/2017 |
| Pnc Bank | Mooresville | NC | 10/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 10/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2018 | 01/2019 |
| Tiaa | Charlotte | NC | 11/2018 | 01/2019 |
| Wells Fargo Bank, Na | Huntersville | NC | 01/2019 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Huntersville | NC | 01/2019 | 04/2025 |
| Unemployed | Mooresville | NC | 04/2025 | 10/2025 |
| Lpl Financial Llc | Mooresville | NC | 10/2025 | Present |
1. 09/2025 - BICE WEALTH MANAGEMENT, INC.- DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 10/15/2025 2. 09/2025 - Notary - Notary - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Mooresville NC 28117 - OBA Start Date: 09/01/2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
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