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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-08 |
Branch Locations
2850 Ashley Phosphate Rd Ste G, North Charleston, SC 29418 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Charleston | SC | 02/2008 | 02/2020 |
| New York Life Insurance Comp. | Charleston | SC | 12/2007 | 02/2020 |
| Eagle Strategies Llc | Charleston | SC | 09/2010 | 02/2020 |
| Berry & Associates Financial Group, Llc | N. Charleston | SC | 02/2011 | Present |
| Lpl Financial, Llc | North Charleston | SC | 02/2020 | Present |
1)2009 - Insurance Agency - Berry and Associates Financial Group LLC - 3% - INVESTMENT RELATED - NORTH CHARLESTON, SC 29418 2)2010 - DBA for LPL Business (entity for LPL business) - Berry and Associates Financial Group LLC - 100% - INVESTMENT RELATED - NORTH CHARLESTON, SC 29418 3)02/2018 - Real Estate Rental - The Berry Plantation, LLC - 1% - INVESTMENT RELATED - 116 Woodbridge Rd. Saint George, SC 29477-7513
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-03 |
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