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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
224 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Florham Park | NJ | 08/2013 | 01/2025 |
| Lpl Financial Llc | Daniel Island | SC | 01/2025 | Present |
1)01/07/2025 - Sheehan Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/07/2025 - Island Park Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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