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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Leawood | KS | 10/2023 | Present |
| Rts Inc. | Overland Park | KS | 08/2023 | 10/2023 |
| Worldwide Express | Overland Park | KS | 05/2022 | 08/2023 |
| Nestel Insurance Agency | Kansas City | MO | 06/2021 | 05/2022 |
| Uber Eats | St Simons Island | GA | 05/2020 | 06/2021 |
| Sea Island Resort | St Simons Island | GA | 01/2020 | 05/2020 |
| Frederica Academy | St Simons Island | GA | 08/2015 | 05/2017 |
| College Of Coastal Georgia | Brunswick | GA | 08/2017 | 07/2021 |
| Fox's Pizza | St Simons Island | GA | 08/2017 | 01/2020 |
1. 08/29/2025- 4 Generations Wealth Management-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/25/2025- 160 Hours Per Month- 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-06 |
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