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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-21 |
| NE | RA | APPROVED | 2025-08-21 |
| NH | RA | APPROVED | 2025-08-21 |
| TN | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED_RES | 2025-08-21 |
Branch Locations
211 Franklin Road, Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tennessee Brokerage, Inc | Memphis | TN | 06/2005 | Present |
| Ftb Advisors, Inc. | Nashville | TN | 10/2013 | Present |
| Lpl Financial Llc | Brentwood | TN | 08/2025 | Present |
Welcome Home Ministries, Not Investment Related, 1325 General MacArthur Drive, Brentwood, TN 37027, Non-Profit aiding men in recovery, Board Member and Treasurer, started 01/01/1997, 2 Hours per month, 0 during trading hours, Present financial reports, responsible for signing checks, advise executive team on financial matters; 1/22/2014 COMPENSATED FROM INVESTMENT-RELATED SALES OF INSURANCE, THROUGH FTB ADVISORS, INC. AFFILIATED ENTITIES FTB ADVISORS INSURANCE SERVICES, INC. AND FIRST HORIZON INSURANCE SERVICES, INC. LOCATED AT CRD BRANCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-07 |
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