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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
725 Cool Springs Blvd Ste 600, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Summit Financial Group | Spring Hill | TN | 01/2016 | 12/2016 |
| Summit Capital Solutions Llc | Brentwood | TN | 02/2018 | 12/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 02/2018 | 12/2018 |
| Ysw Wealth Management Group | Brentwood | TN | 05/2008 | 01/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 12/2018 | 01/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2018 | 01/2020 |
| Lpl Financial Llc | Brentwood | TN | 01/2020 | Present |
1) 12/2018 - Non-Variable Insurance - PENN MUTUAL MUSIC CITY - Investment Related - Brentwood, TN 37027 2) 07/2018 - Notary - Anthony Sheffield - Brentwood, TN 37027
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-03 |
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