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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-14 |
| TN | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Nashville | TN | 05/2002 | 07/2021 |
| Various Insurance Carriers | Franklin | TN | 10/2002 | 07/2021 |
| Heirloom Shop | Franklin | TN | 11/2016 | 10/2017 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1) 2020 - DBA for LPL Business (entity for LPL business) - ELEVATION WEALTH ADVISORS - Investment Related - Nashville, TN 37217 2) 7/2021 - Non-Variable Insurance - Craig Burgess - Investment Related - Nashville, TN 37217
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-05 |
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