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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2012-11-19 |
Branch Locations
10 Burton Hills Blvd Suite 400, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Nashville | TN | 11/2011 | Present |
| Fiduciary Advisors, Llc | Nashville | TN | 02/2017 | Present |
1. 2/24/2023 - Optavise - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/01/2023 - 4 Hours Per Month/1 Hours During Securities Trading 2. 08/04/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance for Athletes - Start Date 03/29/2023 - 1 Hour Per Month/ 1 Hour During Trading 3. 03/24/2025 - Crump- Outside General Agency for Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 03/26/2025 - 1 Hour Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-27 |
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