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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-26 |
| SC | RA | APPROVED | 2026-08-26 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Autobell | Indian Trail | NC | 01/2024 | 01/2026 |
| Chipotle | Charlotte | NC | 07/2021 | 08/2023 |
| Porter Ridge Middle/High School | Indian Trail | NC | 02/2016 | 06/2021 |
| Taco Bell | Indian Trail | NC | 10/2023 | 01/2024 |
| Central Piedmont Community College | Charlotte | NC | 08/2021 | 12/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2024 | 12/2025 |
| Modern Woodmen Of America | Rock Island | IL | 02/2026 | 08/2026 |
| Mwa Financial Services, Inc. | Rock Island | IL | 02/2026 | 08/2026 |
| Lpl Financial Llc | Fort Mill | SC | 08/2026 | Present |
1: 08/2026 - Modern Woodmen of America - Non-Variable Insurance/Insurance Agency - Inv Related - 3 Hours/Month - 0 Hour During Trading - Trinity, NC - OBA Start Date: 01/15/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
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