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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suffolk University | Boston | MA | 08/2014 | 05/2018 |
| Best Of Boston | Boston | MA | 10/2016 | 03/2017 |
| Merrill Lynch | Bala Cynwyd | PA | 06/2017 | 08/2017 |
| Abercrombie And Fitch | Boston | MA | 10/2017 | 03/2018 |
| Wipfli Financial Advisors Llc | Media | PA | 06/2018 | 06/2019 |
| Steele Financial Solutions | Cherry Hill | NJ | 06/2019 | 12/2020 |
| Lpl Financial Llc | Sewell | NJ | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-27 |
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