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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
| TN | RA | APPROVED | 2026-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chattanooga | TN | 09/2010 | 07/2021 |
| Morgan Stanley | Chattanooga | TN | 07/2021 | 04/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | 04/2026 |
| Lpl Financial | Chattanooga | TN | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
1. 04/2026 - Mon Rovia LLC - Artist/ Musician - Investment Related - 20 Hrs/Mth -00 Hrs During Trading - Chattanooga, TN 37409 - OBA Start Date: 04/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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