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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2007-10-01 |
Branch Locations
200 Prosperity Dr Pmb 241, Knoxville, TN 37923 • United States
Maryville, TN • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Knoxville | TN | 10/2007 | Present |
1. 12/21/2007 - Non-Variable Insurance - INV REL - Sole proprietor that provides life, health, DI, and LTC insurance with various insurance companies. Also sell P&C through Marville Ins Services - 15% TIME SPENT 2. 02/15/2008 - Randy Allen and Associates - INV REL - Non-Variable Insurance - 35% TIME SPENT - I sell non variable life business as a broker for Life, Health, DI, LTC and I broker P&C business 3. 11/05/2012 - ATW, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-18 |
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