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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED_RES | 2026-02-11 |
| MI | RA | APPROVED | 2026-02-10 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Troy, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Clearing | St Louis | MO | 07/2015 | 12/2016 |
| Morgan Stanley | Clayton | MO | 01/2017 | 07/2017 |
| Unionbanc Investment Services | Glendale | CA | 11/2017 | 04/2018 |
| West Model Management | Chesterfield | MO | 06/2014 | 12/2018 |
| Td Ameritrade | Saint Louis | MO | 12/2018 | 08/2019 |
| Unemployed | San Dimas | CA | 05/2018 | 11/2018 |
| Unemployed | San Dimas | CA | 08/2017 | 10/2017 |
| Wells Fargo Clearing Services | St Louis | MO | 09/2020 | 08/2022 |
| Kforce | St. Louis | MO | 02/2020 | 04/2020 |
| Robert Half | St. Louis | MO | 05/2020 | 08/2020 |
| Artech | St. Louis | MO | 08/2019 | 12/2019 |
| Ameriprise Financial Services, Llc | Troy | MI | 08/2022 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Troy | MI | 09/2025 | 11/2025 |
| Lpl Financial Llc | Fort Mill | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-13 |
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