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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-11 |
Branch Locations
4324 Wade Hampton Blvd Ste D, Taylors, SC 29687 • United States
20 S Poinsett Hwy Ste K, Travelers Rest, SC 29690 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenville | SC | 12/2013 | 09/2017 |
| South Carolina Bank And Trust | Greenville | SC | 01/2014 | 09/2017 |
| Lpl Financial Llc | Taylors | SC | 10/2017 | Present |
1)10/26/17- Stone Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Greenville, SC- 100% 2) 12/10/2018 - Greer Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/10/2018 - 20 Hours Per Month During Securities Trading. 3) 06/05/2024 - Pearman Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/10/2024 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-21 |
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