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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED_RES | 2023-11-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Cullman | AL | 02/2013 | 10/2023 |
| Hawksnest Llc | Cullman | AL | 01/2018 | Present |
| Lpl | Cullman | AL | 11/2023 | Present |
| Citizens Wealth Management | Cullman | AL | 11/2023 | 01/2025 |
1. 11/01/2023 - Hawksnest LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 7/30/2012 - 5 hours per month/ 1 hour during trading 2. 01/05/2026 - Hawksnest Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/29/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-29 |
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