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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Nashville | TN | 06/2010 | 08/2018 |
| Fifth Third Securities | Nashville | TN | 01/2012 | 08/2018 |
| U.S. Bank | Franklin | TN | 08/2018 | 07/2022 |
| U.S. Bancorp Investments, Inc. | Franklin | TN | 08/2018 | 07/2022 |
| First Horizon | Murfreesboro | TN | 07/2022 | Present |
| Lpl Financial Llc | Murfreesboro | TN | 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 - Investment Related - At reported Business Location(s) - Start Date 07/24/2025 - 160 hours per month/ during trading 2- 08/21/2025 - First Horizon Advisors, Inc. - Financial Institution Duty - Private Banker - Investment Related - At Reported Business Location(s) - Start Date 09/23/2022 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-16 |
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