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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| NC | RA | APPROVED | 2025-02-10 |
Branch Locations
3731 Latrobe Drive, Suite 200, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Boynton Co, Inc. | Charlotte | NC | 01/1994 | 02/2025 |
| Vicus Capital, Inc. (Formerly Pfg Financial Advisors) | State College | PA | 02/2011 | 02/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 02/2025 |
| Exertus Financial Partners | Charlotte | NC | 01/2020 | 02/2025 |
| Lpl Financial Llc | Charlotte | NC | 02/2025 | Present |
1- 01/2025 / Tucker Boynton Financial Group / Non-Variable Insurance / Investment Related / 160 hrs mth / 8 hrs during trading / Charlotte, NC / Start date: 01/01/1994 2- 01/2025 / Tucker Boynton Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3- 01/2025 / Tucker Boynton Company / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 01/2025 / Lyndhurst Associates LLC / Real Estate Rental / Investment Related / 4 hrs mth / 1 hr during trading / Charlotte, NC / Start date: 01/01/1996
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-13 |
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