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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-01 |
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 |
|---|---|---|---|---|
| Unemployed | Nashville | TN | 01/2026 | 05/2026 |
| Lpl Financial | Nashville | TN | 05/2026 | Present |
| Morgan Stanley | Nashville | TN | 01/2018 | 12/2019 |
| Morgan Stanley Private Bank, National Association | Nashville | TN | 09/2016 | 11/2019 |
| First Trust Portfolios L.P. | Wheaton | IL | 11/2019 | 05/2022 |
| Landmark Financial Advisors, Llc | Bowling Green | KY | 07/2022 | 01/2024 |
| Wealth Enhancement Group | Nashville | TN | 01/2024 | 01/2026 |
| Wealth Enhancement Advisory Services | Nashville | TN | 01/2024 | 01/2026 |
1.05/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Schadel Financial Group; Investment Related; at Reported Business Location(s); Start Date 05/20/2026; 160hrs/mth; 160hrs during trading 2.08/12/2026; RWE Investments LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/26/2026; 160hrs/mth; 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
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