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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-19 |
Branch Locations
119 Boone Ridge Dr Suite 403, Johnson City, TN 37615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Johnson City | TN | 08/2003 | 01/2024 |
| Osaic Wealth, Inc. | Johnson City | TN | 01/2024 | 08/2024 |
| Lpl Financial Llc | Johnson City | TN | 08/2024 | Present |
1- 07/2024 / Crossbridge Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hrs mnth / 8 hrs during trading / start 08/01/2008 2- 07/2024 / Crossbridge Wealth Management / Non-Variable Insurance / Inv Related / 10 hrs mnth / 2 hrs during trading / start 08/01/2003 3- 07/2024 / CWM Partners / Real Estate Rental / Inv Related / start 08/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-20 |
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