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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-22 |
Branch Locations
5205 Maryland Way, Ste 100, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Brentwood | TN | 01/2013 | 10/2025 |
| Bankers Life Securities, Inc. | Brentwood | TN | 05/2016 | 10/2025 |
| Bankers Life Advisory Services | Brentwood | TN | 08/2016 | 10/2025 |
| Lpl Financial Llc | Franklin | TN | 10/2025 | Present |
1. 10/2025 - Westgate Insurance Group Inc - Non-Variable Insurance - Investment Related - 4 Hour(s)/Month - 1 Hour(s) During Trading - Franklin, TN 37067 - OBA Start Date: 10/23/2025 2. 10/2025 - Westgate Financial Group Inc - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/22/2025 3. 06/02/2026 - 3205 Maryland Way, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 05/18/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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