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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-24 |
Branch Locations
104 S Estes Dr Ste 206, Chapel Hill, NC 27514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Pittsboro | NC | 09/2015 | 03/2018 |
| Suntrust Investment Services | Atlanta | GA | 09/2015 | 03/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2018 |
| Fsc Securities Corp | Atlanta | GA | 03/2018 | 11/2023 |
| Opus Financial Advisors, Inc. | Statesville | NC | 03/2018 | 02/2025 |
| Osaic Wealth, Inc. | Chapel Hill | NC | 11/2023 | 02/2025 |
| Lpl Financial Llc | Chapel Hill | NC | 02/2025 | Present |
1)02/21/2025 - Harmony Group Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/21/2025 - Martin Frost - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 09/2007 - 8 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-15 |
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