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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-06 |
Branch Locations
628 Green Valley Rd, Ste 303, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greensboro | NC | 10/2021 | Present |
| Guilford County Schools | Greensboro | NC | 08/2019 | 10/2021 |
| Charlotte Mecklenburg Schools | Charlotte | NC | 10/2016 | 08/2019 |
| Charlotte Marketing Consultants | Charlotte | NC | 08/2016 | 10/2016 |
(1) 1/18/2022 - Trinity Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/1/2018 - 160 Hours Per Month/160 Hours During Securities Trading. (2) 07/29/2024 - DI Broker East - Non-Variable Insurance - Disability Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 8 Hours Per Month/ 1 Hour During Trading 3. 04/29/2025 - Simplicity Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5 Hrs/Mth - 5 Hrs During Trading Start Date:04/28/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-03 |
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