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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uvest Financial Services Group, Inc. | Charlotte | NC | 03/2008 | Present |
| Lpl Financial , Llc | Charlotte | NC | 09/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-01 |
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