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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-03-01 |
| TN | RA | APPROVED | 2015-10-08 |
| TX | RA | APPROVED | 2015-10-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Finanical Llc | Dyersburg | TN | 10/2015 | Present |
| First Citizens National Bank | Dyersburg | TN | 10/2015 | Present |
1. 10/05/2015 - White & Associates/First Citizens Insurance - INV REL - 220 N Main Dyersburg TN 38024 - Non-Variable Insurance - START 09/01/2015 - 1% TIME SPENT - agent, Fixed Annuities, Life, Long Term Care 2. 10/05/2015 - First Citizens Investment Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - START 11-18-15 - 100% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-04 |
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