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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| TN | RA | APPROVED | 2025-10-22 |
Branch Locations
5205 Maryland Way, Ste 100, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Brentwood | TN | 02/2015 | 10/2025 |
| Bankers Life Securities, Inc | Brentwood | TN | 01/2017 | 10/2025 |
| Lpl Financial Llc | Franklin | TN | 10/2025 | Present |
1- 10/2025 - Westgate Insurance Group Inc - Non-Variable Insurance - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Franklin TN 37067 - OBA Start Date: 10/22/2025 2- 10/2025 - Westgate Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/22/2025 3- 05/13/2026 - Another Encounter Music - Artist/ Musician - Not Investment Related - Franklin, TN - Start Date 05/05/2026 - 10 hours per month/ 0 hours during trading 4- 06/02/2026 - 5205 Maryland Way LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 05/18/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-20 |
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