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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
| VA | RA | APPROVED | 2025-05-22 |
Branch Locations
4860 Cox Rd Ste 200 #216, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Raleigh | NC | 03/2015 | 05/2025 |
| Lpl Financial | Raleigh | NC | 05/2025 | Present |
1)05/16/2025 - Highland Partners Financial Services Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/16/2025 - Daufuskie Pines, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 08/2022 3)05/16/2025 - Szuchan Family, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-09 |
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