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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-07 |
| SC | RA | APPROVED | 2026-05-07 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2017 | 07/2021 |
| Ensemble Health Partners | Huntersville | NC | 06/2016 | 02/2017 |
| Medix Staffing Solutions | Scottsdale | AZ | 06/2016 | 10/2016 |
| Lpl Financial Llc | Fort Mill | SC | 07/2024 | Present |
| Archie's Lakeshore Bakery | Beachwood | OH | 08/2021 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-04 |
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