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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Ormond Beach | FL | 04/2013 | 02/2020 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2013 | 02/2020 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2020 |
| Synovus Bank | Jacksonville | FL | 02/2020 | 06/2021 |
| Synovus Securities Inc. | Jacksonville | FL | 02/2020 | 06/2021 |
| Fifth Third Bank | Jacksonville | FL | 06/2021 | 04/2024 |
| Fifth Third Securities | Jacksonville | FL | 06/2021 | 04/2024 |
| South State Bank | Jacksonville | FL | 04/2024 | Present |
| Lpl Financial | Jacksonville | FL | 04/2024 | Present |
1) 04/01/2024 - South State Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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