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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-20 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Cheverly, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | St Louis | MO | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 10/2020 |
| Morgan Stanley | Bethesda | MD | 10/2020 | 05/2024 |
| Lpl Financial Llc | Fort Mill | SC | 05/2024 | Present |
1) 5/2024- Van Dunk Estates LLC - Rental Property - Co-owner - Investment related- Cheverly, Maryland - start date 7/2023 - 0-1 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-19 |
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