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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-03-26 |
Branch Locations
725 Cool Springs Blvd Ste 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamison Shireman, Cpa, P.C. | Brentwood | TN | 09/2015 | Present |
| Hd Vest Insurance Agency | Irving | TX | 01/2017 | 07/2017 |
| Hd Vest Investment Services | Brentwood | TN | 01/2017 | 07/2017 |
| Hd Vest Advisory Services | Brentwood | TN | 01/2017 | 07/2017 |
| Insurance Professional Of Tn | Brentwood | TN | 02/2017 | 12/2018 |
| Penn Mutual Life Insurance | Horsham | PA | 08/2017 | 04/2019 |
| Hornor Townsend & Kent Inc | Ho | PA | 08/2017 | 04/2019 |
| Lpl Financial Llc | Brentwood | TN | 04/2019 | Present |
| Lmbl, Llc | Franklin | TN | 01/2024 | Present |
1)04/05/2019 - Jamison Shireman, CPA, P.C. - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) 2) 1/17/2020 - LMBL, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 02/01/2020 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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