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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
| DE | RA | APPROVED | 2025-05-19 |
Branch Locations
224 East Street Rd Ste 100, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Wealth Strategies | Wilmington | DE | 06/2024 | Present |
| Liberty University | Lynchburg | VA | 06/2023 | 06/2024 |
| Liberty University | Lynchburg | VA | 08/2022 | 05/2023 |
| Covenant Wealth Strategies | Wilmington | DE | 06/2022 | 08/2022 |
| Liberty University | Lynchburg | VA | 08/2021 | 06/2022 |
| Cinnabon | Ocean City | NJ | 05/2021 | 08/2021 |
| Liberty University | Lynchburg | VA | 08/2020 | 05/2021 |
| Sunset Ridge Golf Club | Marcellus | NY | 03/2020 | 08/2020 |
| Liberty University | Lynchburg | VA | 08/2022 | 06/2024 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2020 |
| Marcellus Parks & Recreation | Marcellus | NY | 05/2019 | 08/2019 |
| Marcellus Senior High School | Marcellus | NY | 08/2015 | 06/2019 |
| Lpl Financial Llc | Wilmington | DE | 07/2024 | Present |
1 - 07/08/2024 - Covenant Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2 - 07/08/2024 - Covenant Wealth Strategies. LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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