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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-08-22 |
Branch Locations
449 Fortress Blvd Ste 1, Morgantown, WV 26508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Morgantown | WV | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Morgantown | WV | 03/2020 | 08/2025 |
| Lpl Financial Llc | Morgantown | WV | 08/2025 | Present |
1. 07/2025 - Expedition Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour/Month - 0 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/20/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-02 |
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