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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-13 |
Branch Locations
112 Westwood Pl, Ste 211, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 07/2015 | 11/2018 |
| New York Life | Brentwood | TN | 11/2018 | 07/2021 |
| Raymond James Financial Services Inc | Nashville | TN | 08/2021 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 01/2023 | 02/2025 |
| Moody + East Investment Partners | Nashville | TN | 01/2023 | 02/2025 |
| Pinnacle Bank | Nashville | TN | 08/2021 | 02/2025 |
| Pinnacle Asset Management | Nashville | TN | 08/2021 | 02/2025 |
| Lpl Financial Llc | Brentwood | TN | 02/2025 | Present |
1- 02/2025 / Tennessee Wealth Advisors / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / START 02/14/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-12 |
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