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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-05-09 |
Branch Locations
22 Inverness Center Pkwy Ste 555, Birmingham, AL 35242 • United States
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 |
|---|---|---|---|---|
| Rfg Advisory | Birmingham | AL | 02/2015 | 04/2023 |
| Lpl Financial, Llc | Birmingham | AL | 02/2015 | 06/2018 |
| Private Client Services | Birmingham | AL | 06/2018 | 04/2023 |
| Lpl Financial | Birmingham | AL | 04/2023 | Present |
1) 04/20/2023 - Covenant Group Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/30/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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