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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-13 |
| FL | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Naples | FL | 03/2016 | 04/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 04/2023 |
| Ameriprise Financial Services, Llc | Naples | FL | 04/2023 | Present |
| Lpl Financial | Naples | FL | 02/2024 | Present |
1- 02/2024 / Trilith Wealth Management / Non-Variable Insurance- Life, DI, LTC / Investment Related / 4 hrs mnth / 1 hrs during trading 2- 02/204 / Trilith Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Release / 160 hrs mnth / 8 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-20 |
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