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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 09/2017 | 09/2018 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2017 |
| Unemployed | Worcester | MA | 05/2017 | 09/2017 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 09/2018 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 12/2022 | 09/2024 |
| Bank Of America, N.A. | Tampa | FL | 01/2023 | 05/2024 |
| Lpl Financial Llc | Tampa | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-02 |
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