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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appling Middle School | Bartlett | TN | 11/2015 | 05/2017 |
| Bartlett High School | Bartlett | TN | 05/2017 | 05/2021 |
| University Of Memphis | Memphis | TN | 05/2021 | 05/2025 |
| Holliday Flowers And Events | Memphis | TN | 08/2021 | 04/2022 |
| Benchmark Wealth Management | Memphis | TN | 05/2022 | 11/2022 |
| Chick-Fil-A | Bartlett | TN | 12/2022 | 08/2023 |
| First Baptist Church Of Covington | Covington | TN | 05/2023 | 08/2023 |
| Maximus Building Supply | Memphis | TN | 09/2023 | 10/2024 |
| Leaders Credit Union | Bartlett | TN | 12/2024 | Present |
| Lpl Financial | Bartlett | TN | 11/2025 | Present |
1)10/24/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Leaders Investment Services - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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