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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2015 | 03/2024 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2024 |
| Lpl Financial Llc | Hickory | NC | 03/2024 | Present |
1) 07/17/2024 - MG Partners Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/28/2024 - 160 Hours Per Month/ 8 Hours During Trading 2) 11/07/2024 - TMNG Real Estate Company - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Hickory, NC - Start Date 09/03/2024 - 5 Hours Per Month/ 0 Hours During Trading 3) 11/07/2024 - Sophie G LLC - Real Estate Rental - Investment Related - Blowing Rock, NC - Start Date 01/02/2025 - 5 Hours Per Month/ 0 Hours During Trading 4) 11/26/2024 - TMNG Insurance Co. DBA MG Partners Insurance - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 10 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-04 |
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