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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-02-26 |
| AR | RA | APPROVED | 2018-02-09 |
| TX | RA | APPROVED | 2018-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2003 | 02/2018 |
| Lpl Financial, Llc | Little Rock | AR | 02/2018 | Present |
1. 02/09/2018 - EGK WEALTH MANANGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ LITTLE ROCK, AR 2. 9/28/2018 - EGK Wealth Management - DBA: Elliott Guthrie Kendall Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/12/2018 - 160 Hours Per Month/160 Hours During Trading. 3. 02/27/2019 - Heritage Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:03/01/2019 - 160 hrs/mo - 160 hours during trading - related DBA: Oak Crest Wealth Management. 4. 7/8/2020 - Palisade Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2020 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-24 |
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