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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-10
  • SC RA
    APPROVED
    Since 2026-08-10

Branch Locations

1032 Savannah Highway, Charleston, SC 29407 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salesforce 415 Mission Street CA 05/2020 Present
Blackbaud 2000 Daniel Island Drive SC 09/2013 05/2020
Lpl Financial Charleston SC 03/2026 Present
Lighthouse Wealth Advisors Of Charleston Charleston SC 03/2026 Present
  • 05/2020 → Present
    Salesforce
    415 Mission Street, CA
  • 09/2013 → 05/2020
    Blackbaud
    2000 Daniel Island Drive, SC
  • 03/2026 → Present
    Lpl Financial
    Charleston, SC
  • 03/2026 → Present
    Lighthouse Wealth Advisors Of Charleston
    Charleston, SC
Other Businesses

1. 03/2026 - Lighthouse Wealth Advisors of Charleston - DBA for LPL Business (entity for LPL business) - Inv Related - 30 Hour(s)/Month - 30 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 3/17/2026 2. 03/2026 - Salesforce - Outside/W-2 Employment - Not Inv Related - 140 Hour(s)/Month - 0 Hour(s) During Trading - San Francisco CA 94105 - OBA Start Date: 05/04/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-26
  • S66 Uniform Combined State Law Examination
    2026-06-26

View on SEC IAPD

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