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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-22 |
| TN | RA | APPROVED | 2024-04-01 |
Branch Locations
104 West University Pkwy, Jackson, TN 38305 • United States
325 Waldron Rd., Lavergne, TN 37086 • United States
9265 Poplar Ave, Germantown, TN 38138 • United States
1207 Ashley Circle, Bowling Green, KY 42104 • United States
102 Hwy 72 West, Corinth, MS 38834 • United States
444 James Robertson Pkwy., Nashville, TN 37219 • United States
5110 Maryland Way Suite 100, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 02/2015 | 05/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | 08/2023 |
| Cuna Mutual Group | Waverly | IA | 11/2018 | 02/2019 |
| Unemployed | Decatur | AL | 06/2017 | 08/2017 |
| Eternitees Screen Printing | Decatur | AL | 09/2017 | 11/2017 |
| Cuna Brokerage Services Inc | Waverly | IA | 12/2017 | 01/2018 |
| Parker Real Estate | Decatur | AL | 02/2018 | 08/2018 |
| Sam's Grill | Decatur | AL | 08/2018 | 11/2018 |
| Lpl Financial Llc | Decatur | AL | 05/2022 | 08/2023 |
| Lpl Financial Llc | Brentwood | TN | 04/2024 | Present |
| Southeast Financial Cu | Brentwood | TN | 04/2024 | Present |
| Unemployed | Nashville | TN | 09/2023 | 04/2024 |
1) 03/14/2024 - Southeast Financial Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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