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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2017 | 05/2020 |
| Spinx | Columbia | SC | 03/2015 | 07/2017 |
| Woodbury Financial Services Inc | Knoxville | TN | 05/2020 | 01/2024 |
| Osaic Wealth, Inc. | Knoxville | TN | 01/2024 | 03/2024 |
| Lpl Financial Llc | Knoxville | TN | 03/2024 | Present |
1) 02/2024 - Worden, Rechenbach & Brooke / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 0 Hrs per month / 0% Time Spent 2) 02/2024 - Guidance Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 125 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
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