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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-06-29 |
| TX | RA | APPROVED | 2017-06-28 |
Branch Locations
101 Springhouse Ct., Hendersonville, TN 37075 • United States
885 Greenlea Blvd, Gallatin, TN 37066 • United States
5120 Maryland Way, Brentwood, TN 37027 • United States
1201 Demonbreun St Suite 700, Nashville, TN 37203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2013 | 06/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 06/2017 |
| Lpl Financial Llc | Brentwood | TN | 06/2017 | Present |
| Capstar Wealth Management | Brentwood | TN | 06/2017 | 04/2024 |
| Old National | Brentwood | TN | 04/2024 | Present |
1) 06/21/2017 - Capstar Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 04/01/2024 - Old National Investments - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 2 Hours Per Month/ 2 Hours During Trading 3) 04/02/2025- Old National Wealth Advisors-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/1/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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