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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2022-11-21 |
Branch Locations
101 Bullitt Lane, Suite 201, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Louisville | KY | 06/2005 | 10/2022 |
| Securities America Advisors, Inc | Louisville | KY | 07/2005 | 10/2022 |
| Lpl Financial Llc | Louisville | KY | 11/2022 | Present |
1) 10/19/2022 - Sequoia Advisor Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/19/2022 - Sequoia Advisor Group - Offers: Term, long term care, disability - Non-Variable Insurance - Investment related - 2-3 hours per month. 3) 10/19/2022 - GivApp LLC - CEO/Business Owner - Non-Investment related - 516 Winyan lane Louisville KY 40223 - 25 Hours per month. 4) 08/14/2023 - Jason Hunsucker - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/06/2014 - 0 Hours Per Month/ During Trading 5) 12/10/2025 - Sequoia Tax Group - Tax Prep/Accounting/CPA - Partial Owner - Investment Related - At Reported Business Location(s) - Start Date 11/10/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-11 |
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