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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 06/2023 | 10/2025 |
| Wells Fargo Bank, Na | Greensboro | NC | 06/2023 | 10/2025 |
| First Horizon Bank | Winston Salem | NC | 05/2021 | 05/2023 |
| Wells Fargo | High Point | NC | 04/2013 | 04/2021 |
| First Horizon Bank | Greensboro | NC | 10/2025 | Present |
| Lpl Financial Llc | Greensboro | NC | 11/2025 | Present |
1) 11/2025 - First Horizon Advisors / Financial Institution Duty / Licensed Banker / Inv Related / Start date 11/12/2025 - 100 Total Hours per month - 100 Total Hours per month during trading 2) 11/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors Inv Related / At reported business location (s) 100 Total Hours per month - 100 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-11 |
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