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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-04-05 |
Branch Locations
751 Cool Springs Blvd Ste 100, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group | Franklin | TN | 01/2016 | Present |
| Lpl Financial, Llc | Franklin | TN | 05/2016 | Present |
1. 12/19/2022 - The Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2019 - 20 Hours Per Month/0 Hours During Securities Trading. 2. 12/20/2022 - Alexion Astra Zeneca - Investment Related - Brentwood, TN 37027 - Outside/W-2 Employment - Start Date: 03/01/2019 - 160 Hours Per Month/0 Hours During Securities Trading - 3. 05/30/2025 - The Car Stables - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:04/01/2025 - 8 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
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