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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2014-08-04 |
Branch Locations
200 East Main Street, Mcminnville, TN 37110 • United States
1911 21St Ave South, Nashville, TN 37212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Middle Tn(Fka:1Stnat'L Bankofmcminnville) | Mcminnville | TN | 03/2012 | Present |
| Lpl Financial Llc | Mcminnville | TN | 08/2014 | Present |
1. 08/08/2023 - First National Bank Of Middle Tennessee fka First National Bank of McMinnville - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Executive Vice President, Chief Risk Officer - Started 01/01/2019 - 40 Hours Per Month/30 Hours During Securities Trading 2. 11/14/2023 - First Wealth Management Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2014 - 800 Hours Per Month/ 100 Hours During Trading 3. 11/20/2023 - FNB Wealth Management Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2014 - 160 Hours Per Month/ During Trading 4. 02/29/2024 - First Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 800 Hours Per Month/ 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-02 |
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