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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cary | NC | 05/2022 | Present |
| Clw Financial Planning, Llc | Raleigh | NC | 08/2021 | 06/2022 |
| Taziki's Mediterranean Café | Charlotte | NC | 01/2019 | 08/2021 |
| Carolina Home Fine Finishes, Llc | Indian Trail | NC | 06/2018 | 01/2019 |
| Panera Bread | Charlotte | NC | 11/2017 | 05/2018 |
| Wingate University, Theater Department | Wingate | NC | 10/2016 | 11/2017 |
1-07/2023 / Hall & Burns Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH/8 HRS DRNG TRDNG/ 100 TIME SPNT PRCNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
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