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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED | 2023-09-27 |
Branch Locations
3499 Blazer Pkwy Ste 354, Ofc 354, Lexington, KY 40509 • United States
Lexington, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Lexington | KY | 04/2009 | 10/2019 |
| Robert W. Baird & Co. Incorporated | Lexington | KY | 10/2019 | 09/2023 |
| Lpl Financial Llc | Lexington | KY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-24 |
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