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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2015 | 03/2024 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2024 |
| Lpl Financial Llc | Hickory | NC | 03/2024 | Present |
1) 07/17/2024 - MG Partners Private Wealth - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 2/28/2024 - 160 Hrs per month /8 Hrs during trading 2) 11/07/2024 - TMNG Real Estate Company LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Hickory, NC - Start Date 09/03/2024 - 5 Hours Per Month/ 0 Hours During Trading 3) 11/26/2024 - tmng insurance company dba mg partners insurance - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 10 Hours Per Month/ 5 Hours During Trading 4) 12/02/2024 - TM Real Estate - Real Estate Rental - Investment Related - Blowing Rock, NC- Start Date 12/06/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-19 |
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