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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED_RES | 2025-07-02 |
| NC | RA | APPROVED | 2023-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage | Cincinnati | OH | 09/2022 | 02/2023 |
| W&S Life | Charlotte | NC | 09/2022 | 02/2023 |
| Fastenal | Charlotte | NC | 09/2019 | 09/2022 |
| Lincoln County Ems | Lincolnton | NC | 09/2013 | 09/2019 |
| Lpl Financial Llc | Fort Mill | SC | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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