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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-20 |
| TX | RA | APPROVED_RES | 2023-11-16 |
Branch Locations
6840 Carothers Pkwy, Ste 450, Franklin, TN 37067 • United States
Fairview, TN • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Brentwood | TN | 08/2006 | 10/2016 |
| Fifth Third Bank | Franklin | TN | 01/2018 | 11/2023 |
| Unemployed | Nashville | TN | 11/2016 | 12/2017 |
| Fifth Third Securities | Franklin | TN | 01/2018 | 11/2023 |
| Unemployed | Fairview | TN | 10/2016 | 01/2018 |
| Lpl Financial Llc | Franklin | TN | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-28 |
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