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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Raleigh | NC | 02/2024 | 07/2026 |
| Steward Wealth Stategies | Raleigh | NC | 04/2023 | Present |
| Flyexclusive | Kinston | NC | 07/2022 | 05/2023 |
| Bass Pro Shop Llc | Garner | NC | 04/2022 | 04/2023 |
| Liberty Univeristy | Lynchburg | VA | 05/2021 | 05/2022 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2022 |
| Lowe's Home Improvement | Clayton | NC | 01/2019 | 08/2019 |
| West Johnston High School | Benson | NC | 08/2015 | 06/2019 |
| Lpl Financial Llc | Raleigh | NC | 07/2026 | Present |
1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
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