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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-06 |
| NC | RA | APPROVED | 2024-02-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Springfield | MA | 09/2019 | 09/2021 |
| Bank Of America, N.A. | West Springfield | MA | 09/2019 | 09/2021 |
| Wells Fargo National Bank | Charlotte | NC | 09/2010 | 03/2017 |
| Charter Communications | Charlotte | NC | 04/2017 | 12/2017 |
| Berkshire Bank | Pittsfield | MA | 01/2018 | 01/2018 |
| Mass Mutual Life Insurance-Mmlis | Springfield | MA | 03/2018 | 09/2019 |
| Central Piedmont Community College | Charlotte | NC | 08/2008 | 05/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 10/2021 | 10/2022 |
| Fidelity Llc | Springfield | MA | 09/2021 | 10/2021 |
| Pfm Asset Management Llc | Charlotte | NC | 10/2022 | 12/2023 |
| Pfm Fund Distributors, Inc. | Charlotte | NC | 10/2022 | 12/2023 |
| Lpl Financial Llc | Fort Mill | SC | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-19 |
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