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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| NC | RA | APPROVED | 2026-07-09 |
| SC | RA | APPROVED | 2026-07-09 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxwell Financial Management | New Albany | OH | 05/2024 | 08/2024 |
| Whits Frozen Custard | New Albany | OH | 08/2020 | 08/2024 |
| Lpl Financial Llc | Fort Mill | SC | 07/2026 | Present |
| Hobart And William Smith Colleges | Geneva | NY | 08/2022 | 05/2026 |
| New Albany Middle School | New Albany | OH | 08/2015 | 06/2018 |
| Columbus Academy | Gahanna | OH | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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