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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chattanooga | TN | 07/2012 | 09/2019 |
| Charles Schwab Bank | Chattanooga | TN | 07/2012 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chattanooga | TN | 11/2019 | 03/2022 |
| Bank Of America N.A | Chattanooga | TN | 11/2019 | 03/2022 |
| Regions Bank | Chattanooga | TN | 03/2022 | 04/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2022 | 04/2025 |
| Cetera Investment Advisers Llc | Chattanooga | TN | 03/2022 | 04/2025 |
| Lpl Financial Llc | Chattanooga | TN | 03/2026 | Present |
| First Horizon Bank | Chattanooga | TN | 03/2026 | Present |
| Wesbanco Bank | Chattanooga | TN | 04/2025 | 02/2026 |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Inv Rel - At Reported Business Location (s) - Start Date :03/2026 2. 03/2026 - Southeastern Properties LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading -Dayton TN 37321 - OBA Start Date: 05/12/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-21 |
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