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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-30 |
| TN | RA | APPROVED | 2025-10-29 |
Branch Locations
95 White Bridge Rd., Ste. 312, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Nashville | TN | 08/2015 | 07/2017 |
| Fsc Securities Corp | Atlanta | GA | 07/2017 | 11/2023 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2023 | 10/2025 |
| Lpl Financial | Nashville | TN | 10/2025 | Present |
1- 10/2025 / Goldman Wealth Management, Inc / DBA for LPL Business (entity for LPL business) /investment related / At Reported Business Location(s) / 160 hrs mnth/ during trading / start 09/01/2025 2- 10/2025 / Goldman Wealth Management, Inc / Non-Variable Insurance / investment related/ At Reported Business Location(s) / 30 hrs mnth / 20 hrs during trading / start 09/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-18 |
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