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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-28 |
Branch Locations
100 N Cherry St. Suite 350,, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Lpl Financial Llc | Winston Salem | NC | 03/2019 | Present |
1)3/28/19- Unleashing the Gift of Giving: A Ministry's Guide to Building and Leaving a Legacy - Author of published book- Non-Inv. Related- Clemmons, NC- start date 2012- 0% 2)3/28/19-Covenant Benefits, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Winston Salem, NC - start date 10/06/2014 - 1hr/mtn- 5% 3)3/28/19- Covenant Financial Solutions, Inc.- Business Entity For Tax/Investment Purposes Only- -Inv. Related- Winston Salem, NC- start date 10/18/200 -100% 4)3/28/19-Covenant Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Winston Salem, NC- start date 10/18/2000- 100% 5) 11/29/2021 - Covenant Benefits, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 10/06/2014 - 2 Hours Per Month/0 Hours During Securities Trading - S-Corp used for tax planning purposes. 6) 12/2/2021 - Covenant Partners - Not Investment Related - Home Based - Other-Business Owner - President - Started 10/06/2014 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-25 |
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