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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-10 |
| TN | RA | APPROVED | 2014-12-05 |
Branch Locations
132 Maple Row Blvd Suite 440, Hendersonville, TN 37075 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Hendersonville | TN | 12/2014 | Present |
(1) 10/12/2016: Digital Benefit Advisors - Non-Variable Insurance - Investment Related - Digital Benefit Advisors, 100 North Main Street, Suite N, Goodlettsville, TN 37072 - Start 09/30/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - referral partner (2) 02/28/2017 - Scotty Neal Wealth -Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/01/2017 - 0 Hours Per Month/0 Hours During Securities Trading. (3) 7/18/2019 - Guided Wealth Partners - DBA: Guided Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/02/2019 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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