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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-19 |
Branch Locations
119 Boone Ridge Dr Suite 403, Johnson City, TN 37615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Gray | TN | 06/2008 | 01/2024 |
| Crossbridge Wealth Management | Gray | TN | 05/2008 | 08/2024 |
| Osaic Wealth, Inc. | Johnson City | TN | 01/2024 | 08/2024 |
| Lpl Financial | Johnson City | TN | 08/2024 | Present |
1)07/26/2024 - Crossbridge Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2008 - 4 Hr/Mth 2)07/26/2024 - 07/26/2024 - Real Estate Rental - Inv Rel - Johnson City, TN - Start: 07/2016 3)07/26/2024 - Harvest Community Church - Band member - Non-Inv Rel - Kingsport, TN - Start: 06/2002 - 20 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
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