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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-01-05 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Fort Mill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Denver | CO | 03/2014 | 11/2017 |
| Lpl Financial Llc | Ft Mill | SC | 11/2017 | Present |
1) 07/24/2025 - Season of Becoming - Not Investment Related - other- life coach - Home Based - Start Date:7/1/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-03 |
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