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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
Branch Locations
6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Raleigh | NC | 01/2023 | 11/2024 |
| Unemployed | Raelgih | NC | 10/2022 | 01/2023 |
| Total Quality Logistics | Raleigh | NC | 01/2022 | 10/2022 |
| North Carolina State University | Raleigh | NC | 08/2018 | 05/2022 |
| Isquared Logistics | Raleigh | NC | 05/2021 | 08/2021 |
| East Coast Cuts | Wilmington | NC | 05/2020 | 08/2020 |
| Dockside Restaurant | Wilmington | NC | 05/2019 | 08/2019 |
| Cape Fear Academy | Wilmington | NC | 08/2012 | 05/2018 |
| Beach House Burgers | Kure Beach | NC | 05/2018 | 08/2018 |
| Fishhouse Grill | Wilmington | NC | 05/2017 | 08/2017 |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | 11/2024 |
| Lpl Financial Llc | Charlotte | NC | 11/2024 | Present |
1- 11/2024 / Carnegie Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mth / 120 hrs during trading / At reported business location(s) 2- 11/2024 / Notary / Notary / Investment Related / 1 hr mth / Charlotte NC / Start date: 08/02/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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