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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| NC | RA | APPROVED | 2019-11-26 |
Branch Locations
29 W French Broad St #209, Brevard, NC 28712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Planners Nc | Brevard | NC | 05/2015 | 03/2017 |
| Signator Investors, Inc. | Brevard | NC | 05/2016 | 03/2017 |
| Sii | Carmel | IN | 10/2017 | 11/2018 |
| Forteris Wealth | Purchase | NY | 03/2017 | 10/2017 |
| Royal Alliance Associates, Inc. | Brevard | NC | 11/2018 | 11/2019 |
| Lpl Financial Llc | Brevard | NC | 11/2019 | Present |
1)11/21/2019 - EXECUTIVE PLANNERS N C - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2018 - 124 hr/mth 2)11/21/2019 - RIDGELINE FINANCIAL PLANNERS LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/2018 - 4 hr/mth 3)11/21/2019 - EXECUTIVE PLANNERS N C - Non variable insurance trails only - inv rel - at reported business location(s) - start: 01/2018 - 4 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-30 |
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