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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Garden City Park | NY | 04/2014 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 03/2024 | 07/2025 |
| Wells Fargo Bank Na | Charlotte | NC | 11/2018 | 07/2021 |
| Jp Morgan Chase | Charlotte | NC | 07/2021 | 03/2024 |
| Lpl Financial | Fort Mill | SC | 07/2025 | Present |
1. 08/04/2025 - Borboleta Cafe - Business Owner - Rock Hill, SC - Not inv Rel - Start date: 01/25/2025 - 16hrs/mnth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-12 |
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