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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| TN | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2022-09-02 |
Branch Locations
4227 Pleasant Hill Rd Bldg 14, Duluth, GA 30096 • United States
Chattanooga, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Strategies Broker Dealer Llc | Chattonooga | TN | 01/2015 | 09/2020 |
| Greer Financial Services | Chattonooga | TN | 07/2015 | Present |
| Robert Half International | Chattonooga | TN | 12/2016 | 09/2020 |
| Stone Bridge Asset Management, Llc | Chattonooga | TN | 09/2020 | 08/2022 |
| Lpl Financial, Llc | Lawrenceville | GA | 08/2022 | Present |
1) 8/2022 - DBA for LPL Business - Nvestfit, LLC - Investment Related - Lawrenceville, GA 30046 2) 9/2020 - Non-Variable Insurance - Greer Financial Services - Investment Related - Lawrenceville, GA 30046 3) 9/2020 - Insurance Agency - Greer Financial Services - Investment Related - Lawrenceville, GA 30046 4) 05/17/2023 - No Business Name - Not Investment Related - Home Based - Other - Recruiter - Start Date 09/20/2020 - 8 Hours Per Month/ 1 Hour During Securities Trading 5) 05/30/2025 - Black Bridge Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date:05/28/2025 - 160 Hours Per Month/ 8 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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