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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
132 Rodney Orr Byb, Robbinsville, NC 28771 • United States
145 Slope St, Bryson City, NC 28713 • United States
116 Peachtree St, Murphy, NC 28906 • United States
732 Main Street, Andrews, NC 28901 • United States
3273 Us 441 N, Whittier, NC 28789-8736 • United States
Blairsville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Community Bank | Murphy | NC | 07/2003 | Present |
| Invest Financial Corp. | Tampa | FL | 07/2009 | 02/2018 |
| Lpl Financial Llc | Whittier | NC | 02/2018 | Present |
1. 09/17/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name United Community Advisors - Investment Related - At Reported Business Location(s) - Start Date 08/02/2023 - 160 Hours Per Month/ 120 Hours During Trading 2. 05/27/2026 - Short Term Rental - Real Estate Rental - Investment Related - Blairsville, GA - Start Date 05/25/2026 - 5 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-16 |
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