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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-25
DE RA APPROVED 2025-07-30
SC RA APPROVED 2025-07-29
  • NC RA
    APPROVED
    Since 2025-09-25
  • DE RA
    APPROVED
    Since 2025-07-30
  • SC RA
    APPROVED
    Since 2025-07-29

Branch Locations

5605 Carnegie Blvd Ste 240, Charlotte, NC 28209 • 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
Full Time School And Unemployed Columbia SC 08/2024 06/2025
Cola Wealth Advisors Lexington SC 03/2024 08/2024
Full Time School Columbia SC 08/2023 03/2024
Lefty's Alley And Eats Lewes DE 06/2023 08/2023
American Classic Golf Club Lewes DE 05/2023 06/2023
Full Time School Columbia SC 08/2022 05/2023
Norbeck Country Club Olney MD 05/2022 08/2022
Full Time School Columbia SC 08/2021 05/2022
Norbeck Country Club Olney MD 05/2021 08/2021
Full Time School Olney MD 08/2020 05/2021
Blue Sea Cafe Lewes DE 05/2020 08/2020
Full Time School And Unemployed Olney MD 01/2015 05/2020
Lpl Enterprise Columbia SC 06/2025 Present
  • 08/2024 → 06/2025
    Full Time School And Unemployed
    Columbia, SC
  • 03/2024 → 08/2024
    Cola Wealth Advisors
    Lexington, SC
  • 08/2023 → 03/2024
    Full Time School
    Columbia, SC
  • 06/2023 → 08/2023
    Lefty's Alley And Eats
    Lewes, DE
  • 05/2023 → 06/2023
    American Classic Golf Club
    Lewes, DE
  • 08/2022 → 05/2023
    Full Time School
    Columbia, SC
  • 05/2022 → 08/2022
    Norbeck Country Club
    Olney, MD
  • 08/2021 → 05/2022
    Full Time School
    Columbia, SC
  • 05/2021 → 08/2021
    Norbeck Country Club
    Olney, MD
  • 08/2020 → 05/2021
    Full Time School
    Olney, MD
  • 05/2020 → 08/2020
    Blue Sea Cafe
    Lewes, DE
  • 01/2015 → 05/2020
    Full Time School And Unemployed
    Olney, MD
  • 06/2025 → Present
    Lpl Enterprise
    Columbia, SC
Other Businesses

1) 06/05/2025-Jacob Titus-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Lewes, DE-Start date 06/05/2025-160hrs/mth-160hrs/mth during trading 2) 06/05/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/05/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-29
  • S66 Uniform Combined State Law Examination
    2025-07-29

View on SEC IAPD

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