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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
10820 Kingston Pike, Ste 12&14, Knoxville, TN 37934 • United States
106 W Washington Avenue, Athens, TN 37303 • United States
3855 N Ocoee St, Cleveland, TN 37312 • United States
215 Warren St, Madisonville, TN 37354 • United States
523 Tennessee Ave, Etowah, TN 37331 • United States
761 New Highway 68, Sweetwater, TN 37874 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 04/2024 |
| Lpl Financial | Athens | TN | 04/2024 | Present |
1- 03/2024 / Rental House / Real Estate Rental / Investment Related / 4 hrs mnth / start date 04/03/2017 2- 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-08 |
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