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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
| SC | RA | APPROVED | 2020-01-10 |
Branch Locations
120 Academy St Ste 102-028, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Atlanta | GA | 03/2015 | 05/2017 |
| Foresters Financial Services | Atlanta | GA | 05/2017 | 08/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2018 | 09/2019 |
| Lpl Financial Llc | Smyrna | GA | 09/2019 | Present |
1. 9/6/2019 - Arrow & Bow Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/6/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 9/6/2019 - Good Life Insurance Agency - Investment Related - 2395 Lancaster Pike, Reading, PA 19607 - Non-Variable Insurance - Started 04/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 12/03/2024 - Optimus Producer Partners - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 3 Hours per Month/ During Trading. 4) 08/26/2025 - Divorce to Dream Life - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/21/2025 - 100 Hrs/Mth - 60 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-11 |
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