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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Columbia | SC | 06/2013 | 04/2024 |
| Lpl Financial | Columbia | SC | 04/2024 | Present |
1- 04/08/2024 / Crescent C 2A / Real Estate Rental / Investment Related / / start date 06/01/2022 - 2 hr mnth 0Hrs during trading 2- 04/09/2024 - Palmetto Asset Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/09/2024 - 120 Hours Per Month/ 8 Hours During Trading 3. 08/22/2025 - Oliphant Woodlands LLC - Other - Recreational Acreage/HUnting - Home Based - Not Inv Rel - Start Date 01/01/2025 - 1 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-07 |
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