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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
Branch Locations
2112 North Roan Street 8Th Floor, Johnson City, TN 37601 • United States
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Johnson City | TN | 07/2019 | 06/2026 |
| Student | Johnson City | TN | 08/2013 | 05/2017 |
| East Tennessee State University | Johnson City | TN | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Johnson City | TN | 10/2019 | 06/2026 |
| Lpl Financial Llc | Johnson City | TN | 06/2026 | Present |
| First Horizon Bank | Johnson City | TN | 06/2026 | Present |
1. 06/2026 - Potter Family Enterprises - Business Entity For Tax/Investment Purposes Only - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Jonesborough TN 37659 – OBA Start Date: 07/07/2023 2. 06/2026 - 115 Beechnut Street G3 - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Johnson City TN 37601 – OBA Start Date: 01/04/2024 3. 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 : 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-29 |
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