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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-04 |
Branch Locations
29 W French Broad St #209, Brevard, NC 28712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mikes | Apex | NC | 05/2021 | 08/2021 |
| Harris Teeter | Apex | NC | 05/2022 | 08/2022 |
| Red Wolf Tours | Brevard | NC | 04/2023 | 06/2024 |
| Workout Anytime | Brevard | NC | 06/2024 | 11/2025 |
| Brevard College | Brevard | NC | 08/2021 | 05/2025 |
| Executive Planners Nc | Brevard | NC | 11/2025 | Present |
| Lpl Financial | Brevard | NC | 11/2025 | Present |
| Apex Friendship Highschool | New Hill | NC | 08/2017 | 05/2021 |
| Apex Middle School | Apex | NC | 08/2014 | 05/2017 |
1. 04/2026 - Executive Planners NC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/28/2026 2. 04/2026 - Ignition Coach Co - Coach/ Sports/ Fitness - Not Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Brevard NC 28712 - OBA Start Date: 01/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
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