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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| LA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED_RES | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iberia Financial Services | Lafayette | LA | 02/2006 | 01/2021 |
| Infinex Investments, Inc. | Sarasota | FL | 07/2016 | 01/2021 |
| First Horizon Advisors | Sarasota | FL | 01/2021 | Present |
| Lpl Financial Llc | Sarasota | FL | 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- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/25/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-16 |
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