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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-04-06 |
| TX | RA | APPROVED_RES | 2022-03-31 |
Branch Locations
20 Burton Hills Blvd Ste 200, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2016 | 04/2019 |
| Ibenefit Communication | Charlotte | NC | 04/2019 | 04/2020 |
| The R.O.W. Group | Nashville | TN | 08/2020 | 02/2022 |
| Lpl Financial | Nashville | TN | 03/2022 | Present |
| Truxton Trust | Nashville | TN | 02/2022 | Present |
| Rocking Waterfalls | Fort Lauderdale | FL | 05/2020 | 06/2020 |
1-03/2022 /DBA Truxton Securities / DBA for LPL Business (entity for LPL business) / Investment Related / Nashville, TN 2- 03/04/2024 - Truxton Trust - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 02/21/2022 - 150 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-08 |
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