Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-14
  • SC RA
    APPROVED
    Since 2025-03-14

Branch Locations

224 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • 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
Ridgewood High School Ridgewood NJ 08/2014 06/2019
Elon University Elon NC 08/2019 05/2023
Total Quality Logistics Daniel Island SC 08/2023 01/2024
Sheehan Wealth Partners Daniel Island SC 01/2024 Present
Unemployed Daniel Island SC 05/2023 08/2023
Lpl Financial Llc Daniel Island SC 01/2024 Present
  • 08/2014 → 06/2019
    Ridgewood High School
    Ridgewood, NJ
  • 08/2019 → 05/2023
    Elon University
    Elon, NC
  • 08/2023 → 01/2024
    Total Quality Logistics
    Daniel Island, SC
  • 01/2024 → Present
    Sheehan Wealth Partners
    Daniel Island, SC
  • 05/2023 → 08/2023
    Unemployed
    Daniel Island, SC
  • 01/2024 → Present
    Daniel Island, SC
Other Businesses

1-11/2024 / Sheehan Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 140 HRS MNTH / 7 HRS DURING TRADING / START 01/22/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-13
  • S66 Uniform Combined State Law Examination
    2025-03-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Daniel Island, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor