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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-04 |
| SC | RA | APPROVED | 2018-03-09 |
Branch Locations
140 Bridges Rd, Ste D, Mauldin, SC 29662 • United States
420 East Park Av, Ste 100, Greenville, SC 29601-2237 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Greenville | SC | 08/2014 | 08/2017 |
| Raymond James Financial Services Advisors Inc. | Greenville | SC | 08/2014 | 08/2017 |
| Valentine Properties Llc | Mauldin | SC | 03/2016 | Present |
| Lpl Financial, Llc | Mauldin | SC | 08/2017 | Present |
| Ifg Advisory, Llc | Mauldin | SC | 08/2017 | 04/2018 |
1. 8/15/2017 - PINNACLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 9/1/2017 - 120 Hours Per Month/8 Hours During Securities Trading - Time Spent 80%. 2. 8/15/2017 - VALENTINE PROPERTIES INC - Investment Related - 140 BRIDGES RD, STE D, MAULDIN, SC 29662 - Real Estate Rental - OWNER - 15 Hours Per Month/4 Hours During Securities Trading - Time Spent 1%. 3. 3/23/2021 â?" No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Licensed Broker â?" Started 03/17/2021 â?" 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-12 |
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