Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
NC RA APPROVED 2026-07-09
SC RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-08-07
  • NC RA
    APPROVED
    Since 2026-07-09
  • SC RA
    APPROVED
    Since 2026-07-09

Branch Locations

Charlotte, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
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
  • 05/2024 → 08/2024
    Maxwell Financial Management
    New Albany, OH
  • 08/2020 → 08/2024
    Whits Frozen Custard
    New Albany, OH
  • 07/2026 → Present
    Fort Mill, SC
  • 08/2022 → 05/2026
    Hobart And William Smith Colleges
    Geneva, NY
  • 08/2015 → 06/2018
    New Albany Middle School
    New Albany , OH
  • 08/2018 → 05/2022
    Columbus Academy
    Gahanna, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-27
S63 Uniform Securities Agent State Law Examination 2025-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-27
  • S63 Uniform Securities Agent State Law Examination
    2025-07-11
Other Names
  • Jonathan Adam Hill

View on SEC IAPD

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor