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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| TN | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| Duncan-Williams, Inc. | Memphis | TN | 08/2011 | 05/2018 |
| Ftb Advisors | Memphis | TN | 08/2019 | 10/2025 |
| Unemployed | Memphis | TN | 05/2018 | 02/2019 |
| Allegiant Intermodal | Memphis | TN | 02/2019 | 08/2019 |
| Cadence Bank | Memphis | TN | 12/2025 | Present |
| Unemployed | Memphis | TN | 11/2025 | 12/2025 |
| Lpl Financial | Memphis | TN | 01/2026 | Present |
1- 01/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cadence Investment Services / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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