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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-02 |
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
203 Broyles Drive, Suite 201, Johnson City, TN 37601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2001 | 03/2017 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 09/2001 | 03/2017 |
| Securities Service Network | Johnson City | TN | 03/2017 | 09/2020 |
| Ssn Advisory, Inc | Johnson City | TN | 03/2017 | 09/2020 |
| Trivett Wealth Management, Llc | Johnson City | TN | 08/2021 | 12/2022 |
| Securities America | Johnson City | TN | 09/2020 | 12/2022 |
| Northwestern Mutual | Johnson City | TN | 10/2001 | 03/2017 |
| Lpl Financial Llc | Johnson City | TN | 12/2022 | Present |
1) 12/01/2022 - Newspaper Columnist - Not Investment Related - Started 10/12/2018 2) 12/01/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 12/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-05 |
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