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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-23 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Fort Mill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 05/2012 | 02/2021 |
| Maven Wealth Management | Fort Mill | SC | 02/2021 | 08/2022 |
| Lpl Financial Llc | Fort Mill | SC | 11/2021 | Present |
1. 10/04/2022 - No Business Name - Investment Related - Real Estate Rental - Owner - Start Date - 11.23.2018 - 2 Hours Per Month 2. 12/14/2022 - Realty Dynamics - Not Investment Related - P. O. Box 481530 Charlotte NC 28269 - Mortgage/Real Estate Services - Employee - Start Date - 12.13.2022 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-03 |
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