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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Chattanooga | TN | 12/2021 | 03/2025 |
| Merrill Lynch | Sacramento | CA | 06/2021 | 12/2021 |
| Golden 1 Credit Union | Roseville | CA | 07/2018 | 06/2021 |
| Heritage Community Credit Union | Gold River | CA | 08/2017 | 07/2018 |
| Raleys | Folsom, Ca | CA | 03/2014 | 08/2017 |
| Lpl Financial Llc | Fort Mill | SC | 01/2026 | Present |
| Solid Ground Real Estate Solutions, Llc | Cleveland | TN | 03/2025 | 01/2026 |
1) 01/26/2026- Jordan Pence- Notary Public for the state of TN - Inv. related- Cleveland, TN - start date 02/28/24 - 0hrs 2) 01/26/2026 - Solid Ground Real Estate Solutions, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 03/01/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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