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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 | 2022-09-21 |
Branch Locations
2723 Summer Oaks Dr, Bartlett, TN 38134 • United States
7792 Church St, Millington, TN 38053 • United States
369 South Byhalia Road, Collierville, TN 38017 • United States
1575 Germantown Parkway, Cordova, TN 38016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First South Investment Service | Millington | TN | 03/2001 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2004 | Present |
| Lpl Financial Llc | Collierville | TN | 05/2022 | Present |
1)05/18/2022 - First South Investment Services-Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business)- Institution Program Manager 2)05/18/2022 - UNITED HEALTHCARE AGENT-Investment Related - Hartford CT 06103- Trails Only - Start Date- 12/2014- 1 Hours Per Month/ 0 Hours During Securities Trading- Time Spent1% 3)05/18/2022 - BLUE CROSS BLUE SHIELD OF TENN, AGENT -Investment Related - Chattanooga TN. 37402 - Trails Only - Start Date- 08/2003 - 1 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 1% 4)05/18/2022 - First South Financial Credit Union-Investment Related - At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date- 04/2012- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-14 |
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