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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-11 |
Branch Locations
345 Frazier Ave Ste 203, Chattanooga, TN 37405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Greenville | NC | 01/2021 | 03/2023 |
| Summit Funding | Bloomfield Hills | MI | 05/2017 | 08/2020 |
| Bank Of America | Ann Arbor | MI | 01/2017 | 04/2017 |
| Summit Funding | Nashville | TN | 04/2013 | 12/2016 |
| Unemployed | Greenville | NC | 08/2020 | 01/2021 |
| Raymond James & Associates, Inc | Chattanooga | TN | 05/2024 | 08/2025 |
| Unemployed | Chattanooga | TN | 03/2023 | 04/2024 |
| Lpl Financial Llc | Chattanooga | TN | 08/2025 | Present |
1)08/01/2025 - NorthShore Financial Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)08/01/2025 - Nashville TN Rental Property - Real Estate Rental - Owner - Nashville, TN - Start: 01/2018 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
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