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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3565 Fountain Ln, Myrtle Beach, SC 29577 • United States
2411 N. Oak Street, Suite 303, Myrtle Beach, SC 29577 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Myrtle Beach | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 11/2016 | 02/2020 |
| Ameriprise Financial Services, Inc. | Myrtle Beach | SC | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Myrtle Beach | SC | 03/2020 | 06/2024 |
| Lpl Financial | Myrtle Beach | SC | 06/2024 | Present |
1) 04/2024 - Integrity Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 150 Hrs per month - 100% Time Spent 2) 04/2024 - Notary / Investment related / South Carolina / Start date 04/09/2024 - 2 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-24 |
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