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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Securities Corp | Columbia | SC | 12/2014 | 04/2017 |
| First Citizens Investor Services, Inc. | Easley | SC | 01/2016 | 04/2017 |
| Lpl Financial Llc | Greenville | SC | 05/2017 | 01/2021 |
| Home Trust Bank | Greenville | SC | 05/2017 | 01/2021 |
| Voya Financial Advisors, Inc. | Greenville | SC | 01/2021 | 06/2021 |
| Sanders Wealth Management | Greenwood | SC | 01/2021 | 06/2021 |
| Atlas Financial Group | Greenville | SC | 05/2017 | 02/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lpl Financial Llc | Greenville | SC | 02/2024 | Present |
1) 01/2024 - Powdersville Insurance Agency / Outside/W-2 Employment / Inv. Related / Easley, SC / Start date 01/12/2024 - 20 Hrs per month - 5% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-23 |
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