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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-26 |
| SC | RA | APPROVED | 2020-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chattanooga | TN | 05/2015 | 04/2019 |
| Franklin Wealth Management | Chattanooga | TN | 05/2015 | 07/2018 |
| Innovative Advisory Partners | Chattanooga | TN | 08/2016 | 04/2019 |
| Chad Campbell Virtual Paraplanning | Cleveland | TN | 04/2019 | 08/2020 |
| Lpl Financial Llc | Greenville | SC | 08/2020 | Present |
1)09/13/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 09/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading - Notary. 2)11/20/2023 - NorthEnd Private Wealth - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2024 - 120 Hrs/Mo During trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-17 |
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