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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2011 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 12/2016 |
| Lpl Financial, Llc | Oak Ridge | TN | 12/2016 | Present |
| Tennessee Valley Asset Management Partners, Llc | Knoxville | TN | 12/2016 | 10/2024 |
1. 12/15/2016 - Tennessee Valley Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/12/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 7/31/2017 - Tennessee Brokerage Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/05/2017 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 1/15/2020 - Munsey Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/10/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 01/11/2024 - Real Estate Rental - Oak Ridge, TN - Investment Related - Start Date 01/04/2024 - 1 Hour Per Month/ During Trading 5. 09/18/2024 - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/10/2024 - 4 Hours Per Month/ 1 Hour During Trading 6. 10/08/2024 - Old Glory Capital LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/04/2024 - 160 Hours Per Month/ 8 Hours During Trading 7. 05/30/2025 - James Munsey - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 05/28/2025 - 1 Hours Per Month/ 1 Hours During Trading. 8) 07/31/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 07/24/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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