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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
| SC | RA | APPROVED | 2025-08-21 |
Branch Locations
28 Bridgeside Blvd Suite 100, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Mount Pleasant | SC | 12/2013 | 11/2016 |
| Princor Financial Services Corporation | Mount Pleasant | SC | 12/2013 | 11/2016 |
| Goldstein, Lankau & Myers | Mt Pleasant | SC | 04/2016 | 11/2016 |
| Ftb Advisors | Mount Pleasant | SC | 11/2016 | Present |
| Lpl Financial Llc | Mt. Pleasant | SC | 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 08/04/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-03 |
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