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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
| RI | RA | APPROVED | 2025-04-07 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities Inc | Jackson | TN | 08/2017 | 05/2019 |
| Mtd Products Inc. | Martin | TN | 01/2017 | 05/2017 |
| Unemployed | Martin | TN | 05/2017 | 08/2017 |
| Utm Transportation Department | Martin | TN | 05/2012 | 12/2016 |
| University Of Tennessee At Martin | Martin | TN | 08/2012 | 12/2016 |
| Kimery Wealth Management, Llc | Memphis | TN | 04/2019 | 11/2021 |
| Lpl Financial Llc | Cordova | TN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-29 |
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