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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-16 |
Branch Locations
5855 & 5851 Ridge Bend Rd, Memphis, TN 38120 • 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 |
|---|---|---|---|---|
| Unemployed | Arlington | TN | 03/2014 | 11/2018 |
| Gnh Designs | Eads | TN | 11/2018 | 12/2019 |
| Livefit | Arlington | TN | 08/2014 | 01/2020 |
| Lpl Financial Llc | Memphis | TN | 01/2020 | Present |
1) 02/11/2021 - Benchmark Wealth Management - DBA - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 05/22/2024 - Coaching with Charity - Life Coach - Coach - Not Investment Related - Home Based - Start Date 06/01/2024 - 20 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-25 |
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