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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-23 |
Branch Locations
9212 Falls Of Neuse Rd Ste 221, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Raleigh | NC | 09/2005 | 02/2024 |
| Lpl Financial | Raleigh | NC | 02/2024 | Present |
1.02/23/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Founders Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 02/26/2024; 160hrs/mth; 8hrs during trading 2.07/05/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Phil Nation Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date 02/26/2024; 15hrs/mth; 15hrs during trading 3.09/18/2025; none; Real Estate Rental; Investment Related; Raleigh,NC; Start Date 10/01/2025; 5hrs/mth; 0hrs during trading 4.08/04/2026; Phil Nation Fine Art; Artist/ Musician; Not Investment Related; Raleigh,NC; Start Date 09/01/2026; 70hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-25 |
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