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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-17 |
Branch Locations
301 E Center Street, Kingsport, TN 37660 • United States
601 East Elk Ave, Elizabethton, TN 37643 • United States
4214 Fort Henry Dr, Kingsport, TN 37663 • United States
1708 N Eastman Rd, Kingsport, TN 37663 • United States
1917 Hwy 394, Blountville, TN 37617 • United States
1328 W State Of Franklin, Johnson City, TN 37604 • United States
2210 Crestmoor Road, Suite 1, Nashville, TN 37215 • United States
1982 Providence Pkwy Ste 103, Mt. Juliet, TN 37122 • United States
200 Bemberg Road, Elizabethton, TN 37643 • United States
800 East Broad Street, Elizabethton, TN 37643 • United States
1254 Milligan Hwy, Johnson City, TN 37601 • United States
402 Roy Martin Dr, Gray, TN 37615 • United States
165 Indian Lake Blvd. Ste 107, Hendersonville, TN 37075 • United States
8257 Highway 19E, Roan Mountain, TN 37687 • United States
3828 Nc-105, Sugar Mountain, NC 28604 • United States
1230 N Main St, Erwin, TN 37650 • United States
100 Med Tech Pkwy Fl 2, Johnson City, TN 37604 • United States
501 E Jackson Blvd., Jonesborough, TN 37659 • United States
224 Brookview Centre Way, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carter County Bank (Bank Of Tn) | Elizabethton | TN | 02/2015 | Present |
| Lpl Financial Llc | Elizabethton | TN | 02/2015 | Present |
1. 2/6/2015 - Carter County Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/29/2015 - 0 Hrs/Mth - 0 Hrs During Trading-Time Spent 100%. 2. 10/31/2018 - BOT Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/09/2015 - 120 Hours Per Month During Securities Trading. 3. 8/2/2019 - Bulwill, LLC - Not Investment Related - 3901 Bristol Highway, Johnson City, TN 37601 - Other-Business Owner - Started 10/30/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Provide credit for the development of this building. Developed for office space. 4. 5/28/2021 - Bank of Tennessee - DBA: Wealth Management A Division of Bank of Tennessee - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/1/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 07/27/2021 - Bank of Tennessee - DBA: Carter County Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/13/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 6) 07/09/2025 - MUSA Data Storage - Not Investment Related - Outside/W-2 Employment - Cedar City, UT - Start Date:07/07/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-04 |
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