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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-08-22 |
Branch Locations
6000 Hampton Center Ste E,, Morgantown, WV 26505 • United States
449 Fortress Blvd Ste 1, Morgantown, WV 26508 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Morgantown | WV | 11/2021 | 08/2025 |
| Wvu Medicine | Morgantown | WV | 03/2021 | 03/2022 |
| M&S Consulting | Morgantown | WV | 07/2018 | 02/2021 |
| Accenture Federal Services | Arlington | VA | 06/2016 | 06/2018 |
| Lpl Financial Llc | Morgantown | WV | 08/2025 | Present |
1. 07/2025 - Expedition Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 08/20/2025. 2. 07/2025 - Mx4 Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - Morgantown, WV 26505 - OBA Start Date: 01/01/2025. 3. 07/2025 - Website Support Services - Website Support - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - morgantown, WV 26501 - OBA Start Date: 09/05/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
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