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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Nashville | TN | 06/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Nashville | TN | 07/2011 | 07/2021 |
| Gop Minority Coalition Of Middle Tennessee | Nashville | TN | 06/2013 | 12/2019 |
| Montgomery Music Management | Nashville | TN | 01/2014 | 01/2019 |
| Davidson County Republican Party | Nashville | TN | 04/2015 | 07/2021 |
| University Of Alabama Delta Sigma Phi Fraternity | Tuscaloosa | AL | 11/2016 | 07/2021 |
| Sinor Marcum Group | Mt. Juliet | TN | 10/2017 | 07/2021 |
| Charles Montgomery For Executive Committee | Nashville | TN | 04/2020 | 09/2020 |
| Trp State Executive Committee | Nashville | TN | 09/2020 | 07/2021 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1- 09/30/2024 - Elevation Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/26/2021 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-23 |
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