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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-08 |
| TN | RA | APPROVED | 2004-03-26 |
Branch Locations
1515 Gunbarrel Rd # 119, Chattanooga, TN 37421 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Chattanooga | TN | 04/1990 | Present |
| Appliance Credit Union | Cleveland | TN | 11/2009 | 01/2018 |
1. 06/28/2006: INFORMED INVESTMENTS - NON-VARIABLE INSURANCE DBA - Informed Investments - INV REL - AT REPORTED BUSINESS LOCATION(S) - Fixed Insurance Health, Life - 5% TIME SPENT. 2. 07/05/2006: INFORMED INVESTMENTS - Tax Prep/Accounting/CPA - INV REL - AT REPORTED BUSINESS LOCATION - Tax and Bookkeeping - 5% OF TIME SPENT. 3. 12/16/2009: B SQUARED HOLDINGS, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - LLC is to execute operating expenses of sharing an office. Will also receive rental income from leasing office space - 5% TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-01-21 |
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