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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
102 Hidden Pastures Dr Ste 205, Cramerton, NC 28032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2022 | 03/2026 |
| City Church | Gastonia | NC | 05/2019 | 03/2022 |
| Cramerton Free Will Baptist Church | Cramerton | NC | 06/2015 | 08/2017 |
| Caromont Health | Gastonia | NC | 08/2017 | 07/2018 |
| Vipkid | Gastonia | NC | 07/2018 | 11/2021 |
| Peoples Financial Coaching | Gastonia | NC | 06/2020 | 12/2021 |
| Tma Play | Gastonia | NC | 07/2018 | 12/2018 |
| Harbor Financial Group | Cramerton | NC | 04/2026 | Present |
| Lpl Financial | Cramerton | SC | 04/2026 | Present |
1) 2026-04-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Harbor Financial Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-02 - 4hrs/mth - 0hrs/mth during trading 2) 2026-05-11 - Peoples Financial Planning LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-04-30 - 4hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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