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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-13 |
| SC | RA | APPROVED | 2017-05-25 |
Branch Locations
1032 Savannah Highway, Charleston, SC 29407 • United States
406 Nexton Square Drive, Summerville, SC 29486 • United States
321 Wingo Way Ste 103, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenna Agency | Charleston | SC | 03/2008 | 01/2022 |
| Lpl Financial, Llc | Charleston | SC | 01/2017 | Present |
1) 02/03/2017 - LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1/1/2017 - 160 hr/mth 2)02/03/2017 - NOTARY - non-inv rel - start: 5/22/2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
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