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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6816 Carnegie Boulevard, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2014 | 06/2022 |
| Bank Of America, N.A. | Charlotte | NC | 02/2014 | 06/2022 |
| Lpl Financial Llc | Cuyahoga Falls | OH | 06/2022 | 06/2024 |
| Flagstar Bank N.A. | Cuyahoga Falls | OH | 06/2022 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2024 | 07/2026 |
| First Horizon Bank | Charlotte | NC | 07/2026 | Present |
| Lpl Financial Llc | Charlotte | NC | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026 2. 07/2026 - NA - Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Charlotte, NC 28273 – OBA Start Date: 06/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-29 |
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