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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2009-08-11 |
Branch Locations
751 Cool Springs Blvd Ste 100, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | TN | 08/2001 | Present |
| Glidepath Financial, Llc | Franklin | TN | 06/2020 | Present |
1. 8/14/2001 - WEALTH MANAGEMENT GROUP OF TENNESSEE - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/11/2012: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 5% - NON-VARIABLE INSURANCE SALES TO CLIENTS INCLUDING LIFE (TERM & UNIVERSAL), HEALTH, DISABILITY AND LONG-TERM CARE. SALES AND SERVICE OF POLICIES. 3. 6/26/2015 - NATIONAL LIFE GROUP - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - START 06/26/2015 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 12/12/2017 - No Business Name - Investment Related - 751 Cool Springs Blvd. Suite 100, Franklin, TN 37067 - Real Estate Rental - Started 11/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 2/8/2019 - The Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-01 |
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