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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | 05/2025 |
| Allegacy Federal Credit Union | Clemmons | NC | 09/2023 | Present |
| Homepoint Financial | Charlotte | NC | 09/2020 | 05/2023 |
| Our Lady Of The Assumption Catholic School | Charlotte | NC | 08/2018 | 09/2020 |
| Charlotte Mecklenburg Public Schools | Charlotte | NC | 03/2018 | 08/2018 |
| Gateway Academy | Huntersville | NC | 08/2017 | 03/2018 |
| The University Of North Carolina At Greensboro | Greensboro | NC | 08/2012 | 12/2016 |
| Unemployed | Winston Salem | NC | 12/2016 | 08/2017 |
| Unemployed | Winston Salem | NC | 05/2023 | 09/2023 |
| Lpl Financial Llc | Clemmons | NC | 05/2025 | Present |
1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Allegacy Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2025-06-02 - DBA for LPL Business 2) 2025-04-22 - Alexa Ritz - Notary - Y - 0 - 0 - at reported business location(s) - 2025-04-21 - I'm a licensed notary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
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