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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-06 |
| SC | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Charlotte | NC | 05/2017 | 09/2023 |
| Elon University | Elon | NC | 05/2013 | 05/2017 |
| Crown Wealth Strategies | Charlotte | NC | 10/2023 | 01/2024 |
| Unemployed | Charlotte | NC | 02/2024 | 04/2024 |
| Lpl Financial Llc | Charlotte | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-14 |
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