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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vault Consulting Llc | Mclean | VA | 01/2016 | 12/2018 |
| Comptia | Downers Grove | IL | 01/2019 | 01/2023 |
| Electric Red | Charleston | SC | 02/2023 | 03/2023 |
| Unemployed | North Charleston | SC | 04/2023 | 10/2023 |
| New York Life Insurance Company | Charleston | SC | 10/2023 | 07/2024 |
| Nylife Securities Llc | Charleston | SC | 01/2024 | 07/2024 |
| Guardian Life Insurance | Mount Pleasant | SC | 08/2024 | 12/2024 |
| Park Avenue Securities Llc | Mount Pleasant | SC | 08/2024 | 12/2024 |
| Palmer Financial Wellness, Llc | Charleston | SC | 12/2024 | 01/2026 |
| United Community Bank | Summerville | SC | 01/2026 | Present |
| Lpl Financial Llc | Summerville | SC | 01/2026 | Present |
1- 01/2026 / Chucktown Startups, LLC / Business Owner / Investment Related / 8 hrs mth / 0 hrs during trading / Start date: 07/01/2025 2- 01/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name United Community Advisors / Inv Rel / At Reported Business Location (s) / 160 Hrs Per Mnth/Trading- Start Date 01/12/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-26 |
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