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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Burlington | NC | 11/2014 | 03/2022 |
| Hbs Financial Advisors | Burlington | NC | 11/2014 | 05/2019 |
| Lpl Financial Llc | Burlington | NC | 03/2022 | Present |
1.03/24/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BELLINGHAM HARRIS WEALTH AND RETIREMENT PLANNING; Investment Related; at Reported Business Location(s); Start Date ; 200hrs/mth; 100hrs during trading 2.03/24/2022; HARRIS WEALTH & RETIREMENT PLANNING; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date ; 8hrs/mth; hrs during trading 3.08/20/2026; Harris Wealth & Retirement Planning; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/18/2026; 4hrs/mth; 4hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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