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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-23 |
Branch Locations
112 Westwood Pl, Ste 211, Brentwood, TN 37027 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 02/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 02/2012 | Present |
| Cvwm Llc/Cova Wealth Management | Brentwood | TN | 10/2012 | Present |
| Lpl | Brentwood | TN | 07/2024 | Present |
1. 06/11/2024- COVA Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-26 |
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