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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-21 |
Branch Locations
500 W. 5Th Street Ste 1320, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon Bank | Greensboro | NC | 05/2022 | 11/2024 |
| First Citizens Bank | Greensboro | NC | 08/2017 | 05/2022 |
| 84 Lumber | Greensboro | NC | 05/2017 | 08/2017 |
| Catawba College | Salisbury | NC | 08/2016 | 05/2017 |
| First Horizon Advisors | Winston Salem | NC | 11/2024 | Present |
| Lpl Financial Llc | Winston Salem | NC | 08/2025 | Present |
1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 08/04/2025 2. 08/21/2025-State of NC-Notary- INV Related- At Reported Business Location(s)- Start date 02/01/2018 3. 08/21/2025- Grandover Golf Resort & Spa- Outside/W-2 Employment- Not INV Related- At Greensboro, NC- Start date 07/22/2024- 48 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
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