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5301 N. Trenholm Road Suite A, Columbia, SC 29206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
5301 N. Trenholm Road Suite A, Columbia, SC 29206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Columbia | SC | 08/2015 | Present |
| Davinci Financial Designs Llc | Columbia | SC | 06/2016 | Present |
1. 9/28/2015 - DaVinci Risk Designs, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month During Securities Trading - Time Spent 33% - Admin capacity only, per email confirmation, not selling insurance. - Disability, Life, Long Term Care. 2. 10/6/2015 - DaVinci Financial Designs, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 08/21/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 3. 9/10/2019 - DaVinci Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-27 |
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