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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-29 |
| GA | RA | APPROVED | 2020-04-14 |
Branch Locations
2469 Demere Rd Ste 114, St Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forethought Distributors, Llc | Simsbury | CT | 03/2015 | 04/2017 |
| Global Atlantic Financial Company | Simsbury | CT | 03/2015 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Simons Island | GA | 05/2017 | 04/2020 |
| Bank Of America, N.A. | Saint Simons Island | GA | 07/2017 | 04/2020 |
| Lpl Financial, Llc | St Simons Island | GA | 04/2020 | Present |
1- 04/13/2020 - BENNETT FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ At Reported Business Location(s) 2- 04/13/2020 - BAY FINANCIAL ASSOCIATES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ At Reported Business Location(s) 3- 04/28/2026 - Bennett Financial Partners - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/25/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-06 |
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