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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegacy Federal Credit Union | Clemmons | NC | 12/2025 | Present |
| Unemployed | Winston-Salem | NC | 09/2023 | 12/2025 |
| Ascensus | Dresher | PA | 09/2022 | 09/2023 |
| Principal Trust Company | Desmoines | IA | 02/2021 | 09/2022 |
| Wells Fargo | Winston-Salem | NC | 11/1994 | 02/2021 |
| Lpl Financial Llc | Clemmons | NC | 02/2026 | Present |
1.Investment products and services are offered through LPL Financial LLC using the DBA/trade name ALLEGACY INVESTMENT GROUP - Inv Rel - At Reported Business Location (s) - Start Date : 02/2026 2. 02/2026 - State of North Carolina - Notary - Not Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Winston Salem NC 27103 OBA Start Date: 07/30/2025 3. 02/2026 - State of North Carolina - Property and Casualty - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Winston Salem NC 27103 - OBA Start Date: 06/03/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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