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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| NC | RA | APPROVED | 2026-01-03 |
| SC | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 12/2015 | 07/2021 |
| Dentist Advisors | Fort Mill | SC | 07/2021 | 06/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2019 | 07/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2023 | 07/2024 |
| Lpl Financial Llc | Fort Mill | SC | 07/2024 | Present |
1) 06/16/2025 - Advisors Insurance Brokers (AIB) - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/23/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 2) 12/09/2025 - Oak & Co. Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 140 hours per month/ 130 hours during trading 3) 01/08/2026 - Pilot Financial - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 01/08/2026 - 160 hours per month/ 135 hours during trading 4) 02/17/2026 - Pilot Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/12/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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