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Cameron Davis-Kania

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-27
SC RA APPROVED 2025-06-27
TX RA APPROVED 2025-06-27
  • NC RA
    APPROVED
    Since 2025-06-27
  • SC RA
    APPROVED
    Since 2025-06-27
  • TX RA
    APPROVED
    Since 2025-06-27

Branch Locations

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

Charlotte, NC • 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
Country Flower Farms Middlefield CT 05/2017 08/2022
Madison Racquet And Swim Club Madison CT 06/2021 08/2023
Inspire Tennis Academy Middletown CT 04/2019 08/2022
U.S Census Middlefield CT 06/2020 07/2020
Fidelity Investments Merrimack NH 08/2023 03/2025
Bates College Lewiston ME 08/2019 05/2023
Cheshire Academy Middlefield CT 09/2014 05/2019
Fidelity Investments Boston MA 03/2025 05/2025
Lpl Financial, Llc Fort Mill SC 06/2025 Present
  • 05/2017 → 08/2022
    Country Flower Farms
    Middlefield, CT
  • 06/2021 → 08/2023
    Madison Racquet And Swim Club
    Madison, CT
  • 04/2019 → 08/2022
    Inspire Tennis Academy
    Middletown, CT
  • 06/2020 → 07/2020
    U.S Census
    Middlefield, CT
  • 08/2023 → 03/2025
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 05/2023
    Bates College
    Lewiston, ME
  • 09/2014 → 05/2019
    Cheshire Academy
    Middlefield, CT
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Lpl Financial, Llc
    Fort Mill, SC
Previous Registrations
  • 2025-03-31 → 2025-05-29
    Strategic Advisers Llc
    Charlotte, NC
    Charlotte, NC
    Boston, MA
  • 2025-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2023-12-06
Other Names
  • Cameron Davis-Kania
  • Cameron Leo Davis-Kania

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
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

More in Fort Mill, SC

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