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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
| SC | RA | APPROVED | 2025-11-24 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2022 | 11/2023 |
| Newrez, Llc | Tempe | AZ | 07/2020 | 04/2022 |
| Yelp Inc | Scottsdale | AZ | 10/2018 | 04/2020 |
| Michigan State University | East Lansing | MI | 11/2010 | 09/2018 |
| Michigan State University | East Lansing | MI | 08/2013 | 08/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2023 | 07/2025 |
| Lpl Financial Llc | Fort Mill | SC | 11/2025 | Present |
| Unemployed | Charlotte | NC | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-24 |
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