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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
Branch Locations
11330 Vanstory Drive Suite 116, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Charlotte | NC | 07/2023 | 11/2024 |
| Full-Time Student | Shallotte | NC | 08/2016 | 06/2017 |
| Patronies Pizza | Supply | NC | 06/2017 | 08/2017 |
| Full-Time Student | Shallotte | NC | 08/2017 | 06/2018 |
| Castaways Raw Bar & Grill | Holden Beach | NC | 06/2018 | 08/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 06/2019 |
| Castaways Raw Bar & Grill | Holden Beach | NC | 06/2019 | 08/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 06/2020 |
| Castaways Raw Bar & Grill | Holden Beach | NC | 06/2020 | 08/2020 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 06/2021 |
| Castaways Raw Bar & Grill | Holden Beach | NC | 06/2021 | 08/2021 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2021 | 06/2022 |
| Provision Company | Holden Beach | NC | 07/2022 | 08/2022 |
| Castaways Raw Bar & Grill | Holden Beach | NC | 08/2022 | 09/2022 |
| Unemployed | Charlotte | NC | 10/2022 | 07/2023 |
| The Prudential Insurance Company Of America | Charlotte | NC | 10/2023 | Present |
| Lpl Enterprise, Llc | Charlotte | NC | 11/2024 | Present |
1) 08/23/2024 - GREG W.C. SHEETS AND ASSOCIATES - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date 01/30/2024 - INV related - 160hrs/mth - 160hrs During Trading 2) 07/01/2025-Sheets Financial Services-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/30/2024-160hrs/mth-160hrs/mth during trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 4) 02/06/2026-Broadstone Wealth Partners-Financial Planner & Investment Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/04/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
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