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Joshua Bradley Roberts

LPl Financial LLC

Boone, NC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-02-17
  • NC RA
    APPROVED
    Since 2022-02-17

Branch Locations

Boone, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Estate Planning Center Blowing Rock NC 08/2016 11/2017
Raymond James Financial Services, Inc. Boone NC 01/2018 03/2018
Raymond James Financial Services, Inc. Boone NC 03/2018 05/2021
Allen Wealth Management, Llc Boone NC 01/2018 05/2021
Lpl Financial Llc Boone NC 01/2022 Present
Harvest House Church Boone NC 01/2018 Present
  • 08/2016 → 11/2017
    Estate Planning Center
    Blowing Rock, NC
  • 01/2018 → 03/2018
    Raymond James Financial Services, Inc.
    Boone, NC
  • 03/2018 → 05/2021
    Raymond James Financial Services, Inc.
    Boone, NC
  • 01/2018 → 05/2021
    Allen Wealth Management, Llc
    Boone, NC
  • 01/2022 → Present
    Lpl Financial Llc
    Boone, NC
  • 01/2018 → Present
    Harvest House Church
    Boone, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-01
  • S66 Uniform Combined State Law Examination
    2018-05-01
Designations
Other Names
  • Josh Bradley Roberts
  • Joshua Bradley Roberts

View on SEC IAPD

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