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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-10 |
Branch Locations
325 Cherokee Blvd., Suite 301, Chattanooga, TN 37405 • United States
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chattanooga | TN | 04/2018 | 05/2020 |
| Lawson Winchester Wealth Management | Chattanooga | TN | 06/2017 | 08/2017 |
| University Of Tennessee | Knoxville | TN | 08/2013 | 04/2018 |
| Raymond James Financial Services Advisory Inc. | Chattanooga | TN | 01/2019 | 05/2020 |
| Cadaret, Grant & Co., Inc. | Chattanooga | TN | 05/2020 | 07/2025 |
| Lpl Financial Llc | Chattanooga | TN | 07/2025 | Present |
1) 07/10/2025 - Lawson Winchester Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month 2) 07/10/2025 - Financial Concepts / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 10 hrs per month 3) 07/10/2025 - Michael and JoAnne Jobe / Act in a Fiduciary Capacity / Non Inv Related / Start date 01/01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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