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Kelly Lianne Davis

LPl Enterprise, LLC

Roanoke, VA

Fort Mill, SC

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-09
SC RA APPROVED 2025-01-01
TX RA APPROVED 2024-10-22
  • VA RA
    APPROVED
    Since 2026-07-09
  • SC RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-10-22

Branch Locations

Roanoke, VA • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Jacksonville FL 10/2014 08/2020
The Vanguard Group, Inc. Charlotte NC 08/2020 04/2021
Lpl Financial, Llc Fort Mill SC 05/2021 Present
Lpl Enterprise, Llc Fort Mill SC 09/2024 Present
  • 10/2014 → 08/2020
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 08/2020 → 04/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2021 → Present
    Lpl Financial, Llc
    Fort Mill, SC
  • 09/2024 → Present
    Lpl Enterprise, Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-21
S63 Uniform Securities Agent State Law Examination 2014-12-02
  • S66 Uniform Combined State Law Examination
    2020-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-12-02
Other Names
  • Kelly Lianne Mcneely
  • Kelly Lianne Davis
  • Kelly Davis

View on SEC IAPD

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