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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-17 |
| AL | RA | APPROVED | 2023-07-20 |
Branch Locations
220 Providence Main St Nw #101, Huntsville, AL 35806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Huntsville | AL | 06/2020 | Present |
| Provident Wealth Solutions | Huntsville | AL | 05/2020 | Present |
| Birmingham-Southern College | Birmingham | AL | 08/2019 | 05/2023 |
| Westminster Christian Academy | Huntsville | AL | 08/2014 | 05/2019 |
1. 08/28/2023 - Provident Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/27/2016 - 0 Hours Per Month/ 0 Hours During Trading 2. 02/21/2024 - Westminster Christian Academy - Non-Inv Related - Huntsville, AL - Outside/W-2 Employment - Assistant Varsity Basketball Coach - Started: 12/8/2023 - 15 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-19 |
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