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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-11-06 |
Branch Locations
5865 Ridgeway Ctr Pkwy Ste 399, Memphis, TN 38120 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 03/2013 | 10/2018 |
| Shoemaker Financial Servies Inc | Germantown | TN | 03/2013 | 10/2018 |
| Minnesota Life Insurance Co | St Paul | MN | 03/2013 | 10/2018 |
| Lpl Financial, Llc | Memphis | TN | 11/2018 | Present |
1- 07/01/2026 - Dynamic Wealth Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/29/2026 - 170 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-26 |
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