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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-10-20 |
| TX | RA | APPROVED | 2021-10-20 |
Branch Locations
250 Berryhill Rd, Ste 202, Columbia, SC 29210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Columbia | SC | 09/2009 | 03/2017 |
| Massmutual Life Insurance Co | Columbia | SC | 07/2016 | 10/2021 |
| Mml Investors Services, Llc | Columbia | SC | 03/2017 | 10/2021 |
| Lpl Financial Llc | Columbia | SC | 10/2021 | Present |
1)10/20/2021- Structure Financial Group LLC- DBA for LPL Business (entity for LPL business)- inv. related- Columbia, SC - Start Date: 1.17.2017 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/20/2021- BRIAN BEASLEY - Non-Variable Insurance- Agent selling Life, LTC, Disability, Fixed Annuities, Auto, Home, Group Insurance and Medicare Supplements- inv. related- Columbia, SC- start date 10/01/2009- 160 Hrs/Mth - 8 Hrs During Trading. 3) 03/07/2022 - Structure Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/27/2017 - 20 Hours Per Month/2 Hours During Securities Trading. 4) 07/14/2022 - Bolt Access - Investment Related - At Reported Business Location(s) - Property and Casualty - Start Date - 06/06/2022 - 5 Hours Per Month/1 Hours During Securities Trading. 5) 10/03/2025 - Other - Life Coach - Not Investment Related - Home Based - Start Date:09/22/2025 - 15 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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