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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
| CO | RA | APPROVED | 2018-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 02/2016 | 01/2018 |
| Unemployed | Lake St. Louis | MO | 01/2018 | 03/2018 |
| Lpl Financial | San Diego | CA | 03/2018 | Present |
1. 5/1/2018 - No Business Name - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Co-Trustee - Started 2010 - 5 Hours Per Month/0 Hours During Securities Trading - Grandmother's Trust - Marvel A. Lowrance Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
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