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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
Branch Locations
343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Wealth Strategies | Raleigh | NC | 08/2025 | Present |
| Charles Schwab & Co., Inc. | Hagerstown | MD | 07/2024 | 07/2024 |
| Coast Taco Bar | Hagerstown | MD | 04/2022 | 07/2022 |
| Brother's Italian Restaurant | Hagerstown | MD | 06/2020 | 09/2020 |
| Liberty University | Lynchburg | VA | 08/2022 | 05/2025 |
| Grace Academy | Hagerstown | MD | 08/2015 | 05/2022 |
| Osaic | Raleigh | NC | 10/2025 | 07/2026 |
| Lpl Financial Llc | Raleigh | NC | 07/2026 | Present |
| Unemployed | Raleigh | NC | 05/2025 | 08/2025 |
1. 7/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/28/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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