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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | 11/2021 |
| Hub International | Memphis | TN | 05/2018 | Present |
| Lpl Financial, Llc | Memphis | TN | 11/2021 | Present |
1) 2026-04-22 - Mass Mutual/Strategic Financial Partners - Non-Variable Insurance - Y - 1 - 1 - at reported business location(s) - 2026-04-13 - Fixed Insurance 2) 2024-07-25 - Methodist LeBonheur Healthcare - Non-Profit Board Member - - 2 - 2 - Memphis TN - 2024-06-11 - Not for profit board member 3) 2024-07-25 - Orpheum Theatre Group - Non-Profit Board Member - N - 2 - 2 - Memphis TN - 2024-06-11 - Secretary, Board Member at Large, and Member of Executive Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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