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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-05 |
| FL | RA | APPROVED | 2022-02-07 |
| NY | RA | APPROVED | 2021-08-03 |
| PA | RA | APPROVED | 2018-07-27 |
Branch Locations
204 Cynthia Ct, Harbinger, NC 27941 • United States
Bonita Springs, FL • United States
Harbinger, NC • 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 |
|---|---|---|---|---|
| Hunter Financial Advisors | Tarrytown | NY | 03/2006 | 07/2018 |
| First Allied Securities, Inc. | San Diego | CA | 12/2014 | 07/2018 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 12/2014 | 07/2018 |
| Lpl Financial Llc | Goshen | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-01 |
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