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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| TN | RA | APPROVED | 2021-07-21 |
Branch Locations
100 Bluegrass Commons Blvd # 2100, Hendersonville, TN 37075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Hendersonville | TN | 05/1995 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Hendersonville | TN | 06/1995 | 07/2021 |
| Cwmg, Llc | Hendersonville | TN | 12/2017 | 07/2021 |
| Lpl Financial Llc | Hendersonville | TN | 07/2021 | Present |
1) 11/2017 - Real Estate Rental - CWMG, LLC - Investment Related - 1hr/mon - 100 Bluegrass Commons Blvd Ste 2100 Hendersonville, TN 37075 2) 4/2021 - DBA for LPL Business (entity for LPL business) - Rock Castle Wealth Advisors - Investment Related - Hendersonville , TN 37075 3) 2005 - Non-Variable Insurance - Chadwick Richards - Investment Related - Hendersonville , TN 37075 4) 12/23/2024- RBW Properties- Real Estate Rental- INV Related- At Hendersonville,TN - Start date 01/01/2025- 4 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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