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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
101 Bullitt Lane, Suite 201, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Louisville | KY | 01/2012 | 11/2022 |
| Lpl Financial Llc | Louisville | KY | 11/2022 | Present |
1) 10/2022- Sequoia Advisor Group- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 10/2022- Sequoia Advisor Group- Non-Variable Insurance- Agent selling Term Insurance and Long Term Care- inv. related- Louisville, KY- start date 11/2022- 3hrs/mth 3) 10/2022- GivApp LLC- Software and technology company- COO- non-inv. related- Louisville, KY- start date 2019- 10hrs/mth 4) 01/22/2025- Redwood Legal Group- Other - Legal Office- Not INV Related- At Reported Business Location(s)- Start date 08/15/2024- 10 Hours Per Month- 8 Hours During Trading 5) 11/14/2025 - Sequoia Tax Group - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 30 hours per month/ 15 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
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