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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-22 |
| SC | RA | APPROVED | 2026-02-17 |
| NC | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
1 Glenwood Ave 8Th Floor, Raleigh, NC 27603 • United States
250 A1A N Ste 300, Ponte Vedra Beach, FL 32082 • United States
101 Sunset Ave Flr 2, Asheboro, NC 27203 • United States
101 Sunset Ave, Asheboro, NC 27203 • United States
1000 S Main St, Kernersville, NC 27284 • United States
101 S. Stratford Rd, Winston Salem, NC 27104 • United States
1 Alhambra Plaza Ste 800, Coral Gables, FL 33134 • United States
2841 W Us Highway 421, Wilkesboro, NC 28697 • United States
450 E Las Olas Blvd. Suite 1220, Fort Lauderdale, FL 33301 • United States
1751 Hendersonville Road, Asheville, NC 28803 • United States
201 North Franklin Street Suite 100, Tampa, FL 33602 • United States
201 S Estes Dr, Chapel Hill, NC 27514 • United States
1151 Falls River Ave Ste 101, Raleigh, NC 27614 • United States
126 W. Franklin St., Chapel Hill, NC 27516 • United States
1420 2Nd Street Ne, Hickory, NC 28601 • United States
8181 S. Tamiami Trail, Sarasota, FL 34231 • United States
1201 S Andrews Ave, Ft Lauderdale, FL 33316 • United States
4725 Piedmont Row Drive Suite 400, Charlotte, NC 28210 • United States
500 W. 5Th Street Ste 1320, Winston Salem, NC 27101 • United States
One Alhambra Plaza Suite 800, Coral Gables, FL 33134 • United States
35 Ocean Reef Dr Ste 100, Key Largo, FL 33037 • United States
1801 N Military Trail #100A, Boca Raton, FL 33431 • United States
325 Leola St, Boone, NC 28607 • United States
28 Bridgeside Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
315 E. Robinson St. Suite 350, Orlando, FL 32801 • United States
260 S Churton St, Hillsborough, NC 27278 • United States
204 East Main St, Seagrove, NC 27341 • United States
1821 Hillandale Rd, Durham, NC 27705 • United States
210 Knob Hill Rd, Mooresville, NC 28117 • United States
207 S Madison Blvd, Roxboro, NC 27573 • United States
114 W Blue Ridge St, Stuart, VA 24171 • United States
330 Whitehead St, Key West, FL 33040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First-Citizens Bank & Trust Company | Raleigh | NC | 05/2003 | 01/2022 |
| First Citizens Investor Services, Inc. | Raleigh | NC | 05/2003 | 01/2022 |
| First Horizon Advisors | Raleigh | NC | 02/2022 | Present |
| Lpl Financial Llc | Raleigh | 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 07/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-15 |
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