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Nathan Valenta

LPl Financial LLC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
NC RA APPROVED 2026-06-26
SC RA APPROVED 2026-06-26
  • TX RA
    APPROVED
    Since 2026-07-10
  • NC RA
    APPROVED
    Since 2026-06-26
  • SC RA
    APPROVED
    Since 2026-06-26

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Mill SC 11/2024 Present
The Vanguard Group Malvern PA 08/2021 08/2024
Applecross Country Club Downingtown PA 06/2021 08/2021
The Vanguard Group Malvern PA 05/2020 07/2020
Kreischer Miller Horsham PA 06/2019 08/2019
Chester Water Authority Chester PA 08/2018 12/2018
Widener University Chester PA 08/2017 05/2021
Coatesville Area Senior High School Coatesville PA 09/2013 06/2017
  • 11/2024 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 08/2021 → 08/2024
    The Vanguard Group
    Malvern, PA
  • 06/2021 → 08/2021
    Applecross Country Club
    Downingtown, PA
  • 05/2020 → 07/2020
    The Vanguard Group
    Malvern, PA
  • 06/2019 → 08/2019
    Kreischer Miller
    Horsham, PA
  • 08/2018 → 12/2018
    Chester Water Authority
    Chester, PA
  • 08/2017 → 05/2021
    Widener University
    Chester, PA
  • 09/2013 → 06/2017
    Coatesville Area Senior High School
    Coatesville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-26
  • S66 Uniform Combined State Law Examination
    2026-06-26

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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