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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Murrells Inlet | SC | 09/2014 | 09/2016 |
| Msi Financial Services Inc | Charleston | SC | 09/2016 | 10/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 09/2016 | 10/2018 |
| Mml Investors Services, Llc | Myrtle Beach | SC | 03/2017 | 10/2018 |
| Principal Life Insurance Company | Myrtle Beach | SC | 10/2018 | 11/2021 |
| Principal Securities Inc | Myrtle Beach | SC | 10/2018 | 11/2021 |
| Clarke Financial Services, Llc | Myrtle Beach | SC | 11/2018 | 11/2021 |
| Ameriprise Financial Services, Llc | Myrtle Beach | SC | 11/2021 | 08/2024 |
| Lpl Financial Llc | Myrtle Beach | SC | 08/2024 | Present |
1) 07/2024 - Clarke Financial Services LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-27 |
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