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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-24 |
| TN | RA | APPROVED | 2024-05-23 |
Branch Locations
Mcminnville, TN • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| National Planning Holdings | Denver | CO | 09/2016 | 01/2019 |
| Concorde Investment Service, Llc | Livonia | MI | 03/2019 | 01/2022 |
| Concorde Asset Management, Llc | Livonia | MI | 03/2019 | 01/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2022 | 11/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 05/2022 | 11/2022 |
| Huckleberry Sweets, Llc | Mcminnville | TN | 04/2022 | 04/2024 |
| New Dawn Investigations & Consulting, Llc | Mcminnville | TN | 04/2022 | 05/2024 |
| Lpl Financial Llc | Fort Mill | SC | 05/2024 | Present |
1. 10/23/2025- Flat Foot Vinyl- Outside/W-2 Employment- Not INV Related- At McMinnville, TN- Start date 10/23/2025- 10-15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-22 |
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