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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-02 |
| GA | RA | APPROVED | 2023-06-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3938 Washington Rd, Augusta, GA 30907 • United States
203 Silver Bluff Rd, Aiken, SC 29803 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 11/2016 |
| Ameriprise Financial Services, Inc. | Aiken | SC | 11/2016 | 06/2023 |
| Lpl Financial | Aiken | SC | 06/2023 | Present |
1- 06/2023 / Treblig, LLC / Business Entity For Tax/Investment Purposes Only / NON Investment Related / start date 04/17/2023 2- 06/2023 / South Carolina High School Athletic League / Outside/W-2 Employment / NON Investment Related / start date 08/01/2016 3- 06/2023 / Tea Olive Capital / DBA for LPL Business (entity for LPL business) / Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-03 |
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