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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED_RES | 2024-09-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Annapolis | MD | 06/2015 | 01/2017 |
| Bbtis | Alexandria | VA | 02/2017 | 01/2018 |
| Bb&T Securities, Llc | Alexandria | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 09/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2024 |
| Lpl Financial Llc | Tampa | FL | 09/2024 | Present |
1) 8/2024- Real Estate Rental - Property owner - Inv. Related- Annapolis, MD - start date 5/2015- 0hrs 2) 8/2024- Author - Book-TEARS IN THE FLAG - Non-Inv. Related- Tampa, FL - Start date 6/2020- 0hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
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