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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
Branch Locations
584 State Farm Rd. Suite 207, Boone, NC 28607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Boone | NC | 01/2017 | 06/2022 |
| Appalachian State University | Boone | NC | 08/2018 | 12/2019 |
| Appalachian State University | Boone | NC | 08/2011 | 12/2016 |
| Pruco Securities, Llc. | Greensboro | NC | 09/2022 | 10/2022 |
| The Prudential Insurance Company Of America | Greensboro | NC | 09/2022 | 10/2022 |
| Unemployed | Boone | NC | 06/2022 | 09/2022 |
| The Prudential Insurance Company Of America | Hendersonville | NC | 10/2022 | Present |
| Pruco Securities, Llc | Hendersonville | NC | 10/2022 | 11/2024 |
| Lpl Enterprise, Llc | Boone | NC | 11/2024 | Present |
1) 02/26/2025-High Country Toastmasters-Virtual Sargent at Arms-Non-Profit Board Member-Not Inv Related-At Boone, NC-Start date 11/01/2019-5hrs/mth-5hrs/mth during trading 2) 03/04/2025-Hogan Family Foundation-President-Non-Profit Board Member-Not Inv Related-At Boone, NC-Start date 07/01/2009-2hrs/mth-0hrs during trading 3) 07/21/2025-Cresco Creek Wealth Partners-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 07/17/2025-50hrs/mth-32hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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