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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-14
  • NC RA
    APPROVED
    Since 2024-11-14

Branch Locations

5587 Garden Village Way Suite E, Greensboro, NC 27410 • 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
Pruco Securities Llc Greensboro NC 01/2024 11/2024
Cogent Analytics Greensboro NC 08/2021 12/2023
High Point University High Point NC 08/2018 05/2022
Saint Charles Preparatory School Bexley OH 08/2014 06/2018
Billy D Industries Llc Mount Vernon OH 03/2018 Present
New Albany Organics New Albany OH 05/2021 07/2021
The Prudential Insurance Company Of America Greensboro NC 04/2024 Present
Lpl Enterprise, Llc High Point NC 11/2024 Present
  • 01/2024 → 11/2024
    Greensboro, NC
  • 08/2021 → 12/2023
    Cogent Analytics
    Greensboro, NC
  • 08/2018 → 05/2022
    High Point University
    High Point, NC
  • 08/2014 → 06/2018
    Saint Charles Preparatory School
    Bexley, OH
  • 03/2018 → Present
    Billy D Industries Llc
    Mount Vernon, OH
  • 05/2021 → 07/2021
    New Albany Organics
    New Albany, OH
  • 04/2024 → Present
    The Prudential Insurance Company Of America
    Greensboro, NC
  • 11/2024 → Present
    High Point, NC
Previous Registrations
Other Businesses

1) 09/12/2025-William Davis-Tutor/Educator-Not inv related-At Greensboro, NC-Start date 09/13/2025-20hrs/mth-2hrs/mth during trading 2) 09/12/2025-William Davis-Driver and Courier-Not inv related-At Greensboro, NC-Start date 09/13/2025-20hrs/mth-2hrs/mth during trading 3) 09/12/2025-Catholic Order of Foresters-Directly Appointed Agent-Non-Variable Insurance-Inv related -At Naperville, IL-Start date 09/13/2025-8hrs/mth-2hrs/mth during trading 4) 04/09/2026-Sage Wealth Strategies-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/07/2026-0hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-13
  • S66 Uniform Combined State Law Examination
    2024-04-13
Other Names
  • William E Davis
  • Billy Davis
  • William Everett Davis

View on SEC IAPD

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