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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Clanton | AL | 01/2024 | Present |
| Auburn University | Auburn | AL | 04/2015 | 12/2019 |
| Borland Benefield, P.C. | Auburn | AL | 01/2020 | 03/2020 |
| Mckinney & Lively, P.C. | Clanton | AL | 12/2023 | Present |
| Kpmg Llp | Birmingham | AL | 06/2022 | 10/2023 |
| Mckinney & Lively, P.C. | Clanton | AL | 01/2021 | 06/2022 |
| Unemployed | Clanton | AL | 03/2020 | 12/2020 |
| Auburn University - Student | Auburn | AL | 08/2014 | 12/2019 |
1) 06/13/2024 - Mortgage - Borrower of a Loan - Non investment related - Start date: 08/07/2023. 2) 06/13/2024 - LiveOak Capital Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-10 |
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