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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-21 |
Branch Locations
101 S. Stratford Rd, Winston Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services ,Inc | Atlanta | GA | 01/2011 | 06/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Unemployed | Wilmington | NC | 03/2018 | 05/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2018 | 06/2018 |
| Pruco Securites Llc | Wilmington | NC | 11/2018 | 02/2019 |
| Ppd | Wilmington | NC | 07/2018 | 10/2018 |
| First Citizens Investor Services | Raleigh | NC | 02/2019 | 07/2020 |
| First Citizens Bank | Wilmington | NC | 06/2019 | 07/2020 |
| First Horizon Advisors | Winston Salem | NC | 08/2020 | Present |
| Lpl Financial Llc | Winston Salem | NC | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/29/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
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