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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| AL | RA | APPROVED | 2020-02-03 |
Branch Locations
3752 Sullivan St, Madison, AL 35758 • United States
22485 Us Hwy 72, Athens, AL 35611 • United States
12157 County Line Rd, Madison, AL 35758 • United States
4005 Lawson Ridge Rd, Madison, AL 35758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Huntsville | AL | 12/2014 | 02/2018 |
| Wells Fargo Advisors, Llc. | Huntsville | AL | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 02/2018 |
| Regions Bank | Huntsville | AL | 02/2018 | 01/2020 |
| Cetera Investment Advisers Llc | Huntsville | AL | 02/2018 | 01/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2018 | 01/2020 |
| Lpl Financial Llc | Madison | AL | 02/2020 | Present |
| Redstone Federal Credit Union | Madison | AL | 02/2020 | Present |
1) 02/03/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Redstone Brokerage Services - inv rel - at reported business location(s) - start: 02/2020 . 2) 2/3/2020: No business name; Real Estate Rental; Address is Madison, AL 35758; Inv. related; start date 2/22/2019. 3) 9/8/2023: No business name; Real Estate Rental; Address is Athens, AL 35613; Inv. related; start date 10/1/2023; 1hr/mo.; 0hrs during trading. 4) 01/25/2024 - Real Estate Rental - Owner - Madison, AL - Investment Related - Start Date 02/09/2024 - 1 Hour Per Month/ 0 Hours During Trading 5) 09/09/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name J. Daily Financial Services LLC- Inv. Related- Start Date: 07/29/2025 - At reported business location(s) - 160 Hrs/Mth - 130 Hrs During Trading. 6) 12/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Redstone Federal Credit Union - Investment Related- At Reported Business Location(s) - Start Date 01/05/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-17 |
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