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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 11/2024 | 12/2024 |
| Ladybird Lingerie | Nantucket | MA | 05/2024 | 08/2024 |
| Cru Oyster Bar | Nanrucket | MA | 06/2022 | 08/2023 |
| Drip Cafe | Newark | DE | 01/2020 | 05/2022 |
| Shake Shack | Highlands Ranch | CO | 07/2018 | 05/2020 |
| Thunderridge High School | Highlands Ranch | CO | 08/2016 | 05/2020 |
| Ranch View | Highlands Ranch | CO | 08/2014 | 05/2016 |
| University Of Delaware | Newark | DE | 08/2020 | 05/2024 |
| Lpl Financial Llc | Wilmington | DE | 01/2025 | Present |
| Unemployed | Newark | DE | 08/2024 | 11/2024 |
1. 01/10/2025- Covenant Wealth Strategies- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s)- Start Date 02/03/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
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