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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 |
| TX | RA | APPROVED_RES | 2024-06-12 |
Branch Locations
497 Bramson Ct. Unit 101A, Mount Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Justin Gore Investments | Summerville | SC | 06/2000 | 09/2016 |
| Voya Financial Advisors | Charleston | SC | 09/2014 | 02/2020 |
| Ameriprise Financial Services, Inc. | Mt. Pleasant | SC | 02/2020 | 05/2024 |
| Lpl Financial Llc | San Diego | CA | 05/2024 | Present |
1) 04/2024 - Integrity Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 04/2024 - Wordsworth Mgmt Group Inc. / Business Entity For Tax/Investment Purposes Only /Not Inv. Related / Mount Pleasant SC / Start date 01/01/2003 - 150 Hrs per month - 100 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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