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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Birmingham | AL | 08/2015 | 07/2026 |
| Cetera Investment Services Llc | St.CLoud | MN | 05/2016 | 07/2026 |
| Cetera Investment Advisers Llc | Birmingham | AL | 07/2016 | 07/2026 |
| Lpl Financial | Montgomery | AL | 08/2026 | Present |
| Max Credit Union | Montgomery | AL | 08/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Max Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 8/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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