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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-29 |
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Millbrook Middle School | Raleigh | NC | 01/2015 | 05/2018 |
| Millbrook High School | Raleigh | NC | 05/2018 | 05/2022 |
| North Ridge Country Club | Raleigh | NC | 06/2022 | 08/2022 |
| Coker University | Hartsville | SC | 08/2022 | 05/2025 |
| Practical Purpose And Solutions | Florence | SC | 01/2024 | 05/2024 |
| Besi Machining | Youngsville | NC | 06/2024 | 08/2024 |
| Enterprise Mobility | Florence | SC | 02/2025 | 05/2025 |
| Besi Machining | Youngsville | NC | 06/2025 | Present |
| Lpl Enterprise Llc | North Bethesda | MD | 09/2025 | Present |
1. 09/12/2025 - YAHIR PEREZ-LORA N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Raleigh, NC - INV REL - Start Date 09/04/2025 - 160hrs/mth | 160hrs during trade 2. 09/12/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Raleigh, NC - INV REL - Start Date 09/04/2025 - 160hrs/mth | 160hrs during trade 3. 09/12/2025 - Coker Black Alumni Network - Non-Profit Board Member - Columbia, SC - NOT INV REL - Start Date 08/11/2025 - 8hrs/mth | 0hrs during trading 4. 09/12/2025 - Besi Machining - Outside/W-2 Employment - Youngsville, NC - NOT NV REL - Start Date 06/25/2025 - 110hrs/mth | 75hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
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