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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 05/2026 | Present |
| First Horizon Bank | Dallas | TX | 05/2026 | Present |
| Pnc Investments, Llc | Pittsburgh | PA | 07/2016 | 04/2017 |
| Pnc Bank, Na | Louisville | KY | 07/2016 | 04/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 04/2017 | 10/2018 |
| Pnc Bank, Na | Louisville | KY | 04/2017 | 10/2018 |
| Wesbanco Bank, Inc | Wheeling | WV | 10/2018 | 07/2020 |
| Wesbanco Securities, Inc | Wheeling | WV | 10/2018 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 07/2020 | 12/2023 |
| Bank Of America, N.A. | Lexington | KY | 08/2020 | 12/2023 |
| Wedbush Securities | Los Angeles | CA | 12/2023 | 05/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026 2. 05/2026 - 554 Maryland Ave LCC - Real Estate Rental - Inv Related – 2 Hour(s)/Month – 0 Hour(s) During Trading – Lexington, KY, 40508 – OBA Start Date: 06/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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