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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
Branch Locations
8832 Blakeney Professional Dr Suite 200, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Charlotte | NC | 10/2013 | 06/2024 |
| Securities America Advisors, Inc. | Charlotte | NC | 10/2013 | 06/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 08/2025 |
| Lpl Financial Llc | Charlotte | NC | 08/2025 | Present |
1. 08/2025 - Todd Rose AIRBNB Rental - Real Estate Rental - Investment Related - 5 Hour/month - 1 Hour During Trading - Charlotte, NC 28203 - OBA Start Date: 10/01/2024 2. 08/2025 - Background Actor - Other - Not Investment Related - 1 Hour/month - 1 Hour During Trading - Charlotte, NC 28203 - OBA Start Date: 06/01/2016 3. 08/2025 - International Visitor Liaison - Outside/W-2 Employment - Not Investment Related - 30 Hour/month - 3 Hour During Trading - Charlotte, NC 28203 - OBA Start Date: 10/03/2015 4. 08/2025 - Airbnb Ambassador - Helping people understand how to Airbnb - Investment Related - 5 Hour/month - 1 Hour During Trading - Charlotte, NC 28203 - OBA Start Date: 06/08/2025 5. 08/2025 - Blakeney Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour/month - 0 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/18/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-03 |
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