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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charleston | SC | 04/2014 | Present |
| Maryland Financial Group, Inc. | Mt. Pleasant | SC | 03/2014 | 02/2025 |
(1) 11/18/2014 - LEGACY WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 03/31/2014 - 140 Hours Per Month During Securities Trading. (2) 9/16/2020 - Derrick Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 5/13/2020 - 1 Hour Per Month/0 Hours During Securities Trading (3) 08/15/2023 - Coogler-Meetze LLC - Real Estate Rental - Owner - Investment Related - Lexington, SC - Start Date 08/09/2023 - 1 Hour Per Month/ 0 Hours During Trading 4) 12/31/2024- Bellerophon Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/09/2024- 20 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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