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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-09-29 |
| VA | RA | APPROVED | 2021-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Richmond | VA | 08/2011 | 01/2018 |
| Bb&T Securities | Richmond | VA | 03/2018 | 09/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| Lpl Financial Llc | Midlothian | VA | 09/2021 | Present |
1. 07/31/2024 - Currens House LLC - Real Estate Rental - Investment Related - Clarksville, VA - Start Date 05/20/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-24 |
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