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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-06 |
Branch Locations
117 Seaboard Lane Ste E204, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Franklin | TN | 09/2025 | Present |
| Forvis Mazars | Nashville | TN | 10/2024 | Present |
| Healthcare Corporation Of America | Nashville | TN | 10/2022 | 06/2024 |
| Summit Behavioral Healthcare | Franklin | TN | 06/2020 | 10/2022 |
| Tennessee Comptroller Of The Treasury | Nashville | TN | 05/2016 | 11/2018 |
| Elmington Property Management | Nashville | TN | 02/2019 | 05/2020 |
| Unemployed | Nashville | TN | 06/2024 | 10/2024 |
| Unemployed | Nashville | TN | 12/2018 | 02/2019 |
1. 08/27/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Gallatin, TN - Start Date 08/27/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 08/27/2025 - DEAN PATTON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Gallatin, TN - Start Date 08/27/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 08/27/2025 - Williamson College - Teacher Paid by School or University - NOT INV REL - Franklin, TN - Start Date 01/01/2026 - 16 HRS/MO | 0 HRS/MO DURING TRADING 4. 08/27/2025 - Lyft - Rideshare - NOT INV REL - San Francisco, CA - Start Date 08/21/2025 - 5 HRS/MO | 0 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-05 |
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