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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-21 |
Branch Locations
126 W. Franklin St., Chapel Hill, NC 27516 • United States
4235 University Drive, Durham, NC 27707 • United States
2008 Nc-54, Durham, NC 27703 • United States
260 S Churton St, Hillsborough, NC 27278 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Chapel Hill | NC | 01/2009 | 01/2024 |
| Wells Fargo Advisors Llc | Chapel Hill | NC | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 11/2016 | 01/2024 |
| First Horizon Advisors, Inc. | Hillsborough | NC | 01/2024 | Present |
| Lpl Financial Llc | Durham | NC | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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