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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_RES | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Nashville | TN | 11/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Mount Juliet | TN | 12/2004 | 07/2021 |
| Thomas Sinor | Nashville | TN | 12/2013 | 12/2017 |
| Sinor Marcum Group | Mt. Juliet | TN | 10/2017 | 07/2021 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1) 2017 - Business Entity For Tax/Investment Purposes Only - Sinor Marcum Group LLC - Not Investment Related - 160 hr/mon - Nashville, TN 37217 2) 2005 - Non-Variable Insurance - Crump - Investment Related - Nashville, TN 37217 3) 2020 - DBA for LPL Business (entity for LPL business) - Elevation Wealth Advisors - Investment Related - Nashville, TN 37217
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-03 |
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