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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Union City | TN | 10/2019 | 03/2023 |
| Hilliard Lyons | Union City | TN | 11/2018 | 10/2019 |
| First Baptist Church | Woodland Mills | TN | 12/2014 | 11/2018 |
| Farm Bureau Tax Service | Union City | TN | 01/2018 | 10/2018 |
| University Of Tennessee Foundation | Martin | TN | 04/2023 | 05/2023 |
| Lpl Financial Llc | Union City | TN | 06/2023 | Present |
1- 05/2023 / Discovery Partners Investment Center / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS TRADING / 100 TIME SPNT PRCNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
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