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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-15 |
| SC | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Mill | SC | 09/2025 | Present |
| Fleet Feet | Charlotte | NC | 06/2025 | 10/2025 |
| Uc Berkeley | Berkeley | CA | 08/2021 | 05/2025 |
| Unilever | Englewood Cliffs | NJ | 06/2024 | 08/2024 |
| Foodware | Berkeley | CA | 09/2023 | 09/2024 |
| Berkadia | Charlotte | NC | 06/2023 | 08/2023 |
| Equitable Advisors | San Francisco | CA | 12/2022 | 05/2023 |
| Project Destined | Phoenix | AZ | 08/2022 | 12/2022 |
| Marvin Ridge High School | Marvin | NC | 08/2017 | 05/2021 |
| Marvin Ridge Middle School | Marvin | NC | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-15 |
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