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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-03 |
Branch Locations
323 W Main St, Hendersonville, TN 37075-3320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Hendersonville | TN | 07/2021 | Present |
| Foxland Harbor Country Club | Gallatin | TN | 07/2015 | 08/2017 |
| Belmont University | Nashville | TN | 08/2018 | 08/2021 |
| Volunteer State Community College | Gallatin | TN | 08/2017 | 08/2018 |
| Hendersonville High School | Hendersonville | TN | 08/2015 | 08/2017 |
1. 01/05/2023 - Collier Wealth Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Agency co-owner - Start Date: 01/16/2023 - 40 Hours Per Month/2 Hours During Securities Trading. 2. 03/26/2025 - Collier Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - Start date: 08/02/2021 - 40 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-05 |
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