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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-11-14 |
Branch Locations
607 North Main St, Lancaster, SC 29334 • United States
1769 J.A. Cochran By-Pass, Chester, SC 29706 • United States
778 North Anderson Rd, Rock Hill, SC 29730 • United States
9881 Charlotte Hwy, Indian Land, SC 29707 • United States
2915 Lizzie Melton Rd, Chester, SC 29706 • United States
11115 South Tyron St, Charlotte, NC 28273 • United States
1234 West Blvd, Chesterfield, SC 29709 • United States
100 Springcrest Dr, Fort Mill, SC 29715 • United States
1404 Ebenezer Rd, Rock Hill, SC 29732 • United States
523 A North Duncan Bypass, Union, SC 29379 • United States
2599 Hwy 9, Cheraw, SC 29520 • United States
1381 Springdale Rd, Lancaster, SC 29720 • United States
957 Gold Hill Rd, Fort Mill, SC 29708 • United States
1400 Greene St Room 227 U, Columbia, SC 29208 • United States
109 East First St, Kershaw, SC 29067 • United States
4821 Old York Rd, Rock Hill, SC 29732 • United States
80 Tulip Oak Dr, Columbia, SC 29203 • United States
1290 Old Springdale Rd, Rock Hill, SC 29730 • United States
185 Jim Wilson Road, Indian Land, SC 29707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2018 | 11/2018 |
| Student At Clemson University | Clemson | SC | 08/2016 | 05/2017 |
| Founders Federal Credit Union Dba Founders Investment Services | Lancaster | SC | 06/2017 | 01/2018 |
| Founders Federal Credit Union Dba Founders Investment Services | Lancaster | SC | 01/2018 | Present |
| Lpl Financial Llc | Lancaster | SC | 11/2018 | Present |
1) 11/14/18- Founders Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related - at reported business location(s)- 100% 2) 09/26/2023 - Arras Foundation - Non-Profit Board Member - Community Advisor - Not Investment Related - 601 N Main St., Lancaster, SC 29720 - Start Date 10/27/2022 - 1 Hour Per Month/ 0 Hours During Trading 3) 10/31/2023 - Founders Wealth Management -Financial Consultant- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month-140 Hours per month during trading 4) 03/13/2026-Arras Foundation-Board Member-Non-Profit Board Member-Not inv related-At Lancaster, SC-Start date 10/27/2022-1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
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