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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
201 North Franklin Street Suite 100, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 08/2018 |
| Anna Maria Island Community Center | Anna Maria | FL | 05/2014 | 07/2017 |
| Carson Wooten Commerical Fishing | Palmetto | FL | 01/2014 | 12/2016 |
| College Education | Lakeland | FL | 08/2013 | 05/2017 |
| Wells Fargo Bank, Na | Denver | CO | 02/2019 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 02/2019 | 07/2019 |
| Enterprise | Colorado Springs | CO | 09/2018 | 07/2019 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 08/2019 | 11/2019 |
| Transamerica Life Insurance Company | St. Petersburg | FL | 08/2019 | 12/2019 |
| Kforce | Charlotte | NC | 12/2019 | 07/2020 |
| Western Southern Life | Tampa | FL | 07/2020 | 02/2022 |
| W&S Brokerage Services | Cincinnati | OH | 07/2020 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 02/2022 | 06/2025 |
| Bank Of America, N.A. | Tampa | FL | 02/2022 | 06/2025 |
| First Horizon Advisors | Tampa | FL | 06/2025 | Present |
| Lpl Financial Llc | Tampa | FL | 08/2025 | Present |
1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 08/26/2025 2. 08/21/2025- First Horizon Advisors- DBA for LPL Business (entity for LPL business)- INV Related- Home Based- Start date 11/29/2024- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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