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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ceis Review | New York | NC | 03/2015 | 07/2021 |
| Waddell & Reed Inc | Nashville | TN | 07/2015 | 07/2021 |
| Various Insurance Carries For W&R Insurance Agencies | Nashville | TN | 07/2015 | 07/2021 |
| America2030 | Lake Forest | IL | 08/2017 | 03/2018 |
| Sinor Marcum Group Llc | Nashville | TN | 01/2019 | 07/2021 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1) 7/2021 - Non-Variable Insurance - Crump - Investment Related - Nashville, TN 2) 2020 - DBA for LPL Business (entity for LPL business) - Elevation Wealth Advisors - Nashville, TN 3) 3/2011 - Outside/W-2 Employment - CEIS Review Inc - Not Investment Related - New York, NY 4) 2017 - Business Entity For Tax/Investment Purposes Only - Sinor Marcum Group LLC - Not Investment Related - 160 hr/mon - Nashville, TN 37217 5) 08/23/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 08/11/2022 - 10 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-24 |
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