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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Clayton | NC | 08/2014 | 03/2024 |
| Lpl Financial Llc | Clayton | NC | 03/2024 | Present |
1) 03/19/2024 - Sweet P Holdings LLC - Business Entity For Tax/Investment Purposes Only - NC 28512 - personal beach Condo it is not a rental - Non investment related - Start date: 10/09/2023. 2) 03/19/2024 - Parrish Wealth Management INc - Business Entity For Tax/Investment Purposes Only - NC 27520 - Non investment related - 5 Hours per month - Start date: 10/01/2016. 3) 03/19/2024 - Parrish Young Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 03/19/2024 - Michael Scott Parrish - Non-Variable Insurance - Selling: Universal, Indexed Universal Life, Term and Whole Life - NC 27527 - Investment related - 5 Hours per month - Start date: 10/01/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-15 |
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