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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-01 |
Branch Locations
100 N Cherry St. Suite 350,, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Winston Salem | NC | 05/2023 | Present |
| Liberty University Academic Affairs For Athletics | Lynchburg | VA | 08/2020 | 05/2023 |
| Liberty University | Lynchburg | VA | 08/2019 | 05/2023 |
| Treloar & Heisel Wealth Management | New Castle | PA | 05/2022 | 08/2022 |
| Abe's Old Fashioned Frozen Custard | New Wilmington | PA | 05/2019 | 08/2022 |
| Neshannock Junior/Senior High School | New Castle | PA | 07/2013 | 06/2019 |
| Bruster's Premium Ice Cream | New Castle | PA | 04/2017 | 10/2018 |
1) 07/10/2023 - Covenant Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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