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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8832 Blakeney Professional Drive Suite 200, Charlotte, NC 28277 • United States
8832 Blakeney Professional Dr Suite 200, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Charlotte | NC | 09/2013 | 06/2024 |
| Securities America Advisors, Inc. | Charlotte | NC | 09/2013 | 06/2024 |
| Aventine Financial Planning | Charlotte | NC | 03/2014 | 08/2025 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 08/2025 |
| Lpl Financial Llc | Charlotte | NC | 08/2025 | Present |
1. 08/2025 - Lance Barnhardt - Non-Variable Insurance - Investment Related - 2 Hrs/Mth - 1 Hrs During Trading - Charlotte NC 28277 - OBA Start Date: 05/01/2021 2. 08/2025 - Blakeney Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/18/2025 3. 08/2025 - Davis Williams Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/18/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-02 |
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