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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-21 |
Branch Locations
4725 Piedmont Row Drive Suite 400, Charlotte, NC 28210 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co | Charlotte | NC | 06/2015 | 08/2019 |
| Park Avenue Securities Llc | Charlotte | NC | 08/2015 | 08/2019 |
| First Tennessee | Charlotte | NC | 08/2019 | Present |
| Lpl Financial Llc | Charlotte | NC | 08/2025 | Present |
8/29/19 Compensated from investment-related sales of insurance and annuities through firm and its affiliated entities FTB Advisors Insurance Services, Inc. and First Horizon Insurance Services, Inc. Located at CRD Branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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