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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Wealth | Mcminnville | TN | 04/2025 | Present |
| First National Bank Of Middle Tn | Mcminnville | TN | 06/2023 | 04/2025 |
| Lenoir-Rhyne University | Hickory | NC | 08/2019 | 05/2023 |
| Southeast Retirement Planners Inc | Hickory | NC | 06/2021 | 05/2023 |
| Lenoir-Rhyne University | Hickory | NC | 08/2021 | 05/2023 |
| Jcpenney | Mcminnville | TN | 05/2019 | 12/2020 |
| Warren County High School | Mcminnville | TN | 08/2016 | 05/2019 |
| Lpl Financial, Llc | Mcminnville | TN | 04/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Wealth - Investment Related - At Reported Business Location (s) - Start Date: 1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
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