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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-03-22 |
| MS | RA | APPROVED | 2021-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joiner Insurance | Waynesboro | MS | 03/2011 | 11/2020 |
| Lpl Financial, Llc | Waynesboro | MS | 11/2020 | Present |
1. 11/19/2020 - JOHN WALKER INSURANCE, LLC - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading -15%. 2. 11/19/2020 - Gandy's Evergreen Farms, LP - Investment Related - Other-Business Owner - Started 06/01/1997 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Holding Company for family farm land. All owners are relatives. 3. 8/23/2021 - J Walker Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 80 Hours Per Month/8 Hours During Securities Trading. 4. 07/17/2025 - Winchester Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/01/2025 -160 Hours Per Month- 8 Hours During Trading 5. 02/25/2026 - Windmill Hill Outfitters - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Waynesboro, MS - Start Date 11/01/2025 - 0 hours per month/ during trading 6. 02/25/2026 - J & W Specialties, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Waynesboro, MS - Start Date 01/01/2014 - 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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