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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-05 |
| NC | RA | APPROVED | 2016-06-01 |
Branch Locations
100 West Chatham St., Cary, NC 27511 • United States
3016 Shannon Rd, Durham, NC 27707 • United States
7000 Gb Alford Hwy, Holly Springs, NC 27540 • United States
600 Oberlin Rd, Raleigh, NC 27605 • United States
231 South White St, Wake Forest, NC 27587 • United States
5700 Creedmoor Rd, Raleigh, NC 27612 • United States
919 Hwy 70 West, Garner, NC 27529 • United States
12201 Capital Blvd, Wake Forest, NC 27587 • United States
712 Martin Luther King Jr Ave, Oxford, NC 27565 • United States
231 E Church Street, Martinsville, VA 24112 • United States
105 West Gordan St, Roxboro, NC 27573 • United States
1296 South Fifth St, Mebane, NC 27302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Bank Of North Carolina | Creedmor | NC | 09/2015 | Present |
| Herald Sun Newspaper | Durham | NC | 04/2015 | 06/2017 |
| Lpl Financial, Llc | Creedmor | NC | 06/2016 | Present |
1. 04/16/2024 - Fidelity Bank - Non-Inv Related - Financial Institution Duty - Relationship Manager - Started: 1/1/2024 - 2 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
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