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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-24 |
| SC | RA | APPROVED | 2025-03-24 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 02/2025 |
| Sydkimyl | Charlotte | NC | 03/2022 | 12/2024 |
| Open Door | Charlotte | NC | 04/2022 | 12/2022 |
| Compliance Line | Charlotte | NC | 02/2022 | 03/2022 |
| Navex Global | Charlotte | NC | 09/2019 | 11/2021 |
| North Group Realty | Charlotte | NC | 06/2021 | 03/2022 |
| Realty One Group | Charlotte | NC | 02/2019 | 02/2021 |
| Charlotte-Mecklenburg Schools | Charlotte | NC | 11/2018 | 04/2019 |
| Charlotte Lab School | Charlotte | NC | 02/2017 | 10/2018 |
| Target | Charlotte | NC | 09/2017 | 03/2018 |
| World Teach | Ibarra | 12/2016 | 08/2017 | |
| Unemployed | Houston | TX | 06/2016 | 11/2016 |
| Unpacking Your Ish | Charlotte | NC | 06/2018 | 12/2024 |
| Northgroup Realty | Huntersville | NC | 01/2023 | Present |
| Lpl Financial | Fort Mill | SC | 03/2025 | Present |
1) 02/28/2025 - North Group Realty- Not Investment Related - Cornelius, NC 28031 - Active Real Estate License Only - Capturing active real estate license only - start date 2/1/2022 - 1 Hour Per Month/ During Trading N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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