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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-18 |
| SC | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
8832 Blakeney Professional Dr Suite 200, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2013 | 08/2017 |
| Lpl Financial, Llc | Mauldin | SC | 09/2017 | 12/2019 |
| Ifg Advisory, Llc | Mauldin | SC | 09/2017 | 12/2019 |
| Securities America, Inc. | Charlotte | NC | 12/2019 | 06/2024 |
| Securities America Advisors, Inc. | Charlotte | NC | 12/2019 | 06/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 08/2025 |
| Lpl Financial Llc | Charlotte | NC | 08/2025 | Present |
08/06/2025 - Davis Williams Wealth Management - DBA for LPL Business (entity for LPL business) - Inv related - Charlotte, NC - 12/20/2019 08/06/2025 - Blakeney Financial Group - DBA for LPL Business (entity for LPL business) - Inv related - Charlotte, NC - 12/20/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-06 |
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