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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-21 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
112 Westwood Pl Ste 211, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Brentwood | TN | 01/2014 | 07/2023 |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 01/2014 | 07/2023 |
| Wealth Strategies Partners, Llc | Brentwood | TN | 01/2014 | 07/2023 |
| Lpl Financial Llc | Nashville | TN | 07/2023 | Present |
1) 07/21/2023 - Schadel Financial Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 07/21/2023 - DRS Investments, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Nashville, TN - Start date 03/14/2014 3) 03/13/2024 - The Cason Group, Inc. - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 3 Hours Per Month/ 2 Hours During Trading 4) 05/20/2024 - Other - Notary - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 05/02/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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