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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-08
  • TN RA
    APPROVED
    Since 2026-04-08

Branch Locations

211 Franklin Road, Suite 300, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Horizon Bank Nashville TN 06/2025 Present
First Horizon Bank Nashville TN 02/2022 06/2025
Unemployed Nashville TN 05/2021 08/2022
Wake Forest University Winston-Salem NC 08/2017 05/2021
Montgomery Bell Academy Nashville TN 01/2016 08/2017
Lpl Financial Llc Nashville TN 01/2026 Present
  • 06/2025 → Present
    First Horizon Bank
    Nashville, TN
  • 02/2022 → 06/2025
    First Horizon Bank
    Nashville, TN
  • 05/2021 → 08/2022
    Unemployed
    Nashville, TN
  • 08/2017 → 05/2021
    Wake Forest University
    Winston-Salem, NC
  • 01/2016 → 08/2017
    Montgomery Bell Academy
    Nashville, TN
  • 01/2026 → Present
    Nashville, TN
Other Businesses

1- 01/2026 / Investment products and services are offered through LPL Financial LLC using the DBA/First Horizon advisors / INV RLTD / 100 HRS MNTH / 100 HRS DURING TRADING / AT RPRT LOC / START 01/15/2026 2- 01/2026 / First Horizon advisors / Financial Institution Duty / INV RLTD / 100 HRS MNTH / 100 HRS DURING TRADING / START 01/15/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
  • S66 Uniform Combined State Law Examination
    2026-04-03

View on SEC IAPD

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