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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-07-21 |
| TN | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Nashville | TN | 09/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Old Hickory | TN | 09/2006 | 07/2021 |
| Sinor Marcum Group Llc | Nashville | TN | 05/2019 | 07/2021 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1) 01/10/2025 - Elevation Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2021 - 360 Hrs/Mth - 360 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-01 |
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