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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-21 |
Branch Locations
101 S. Stratford Rd, Winston Salem, NC 27104 • United States
500 S Stratford Rd, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri-State Financial Advisors | Charolotte | NC | 01/2023 | 04/2023 |
| High Point University | High Point | NC | 07/2019 | 08/2023 |
| Harris Teeter | Clemmons | NC | 01/2017 | 03/2018 |
| Doordash | Winston-Salem | NC | 01/2020 | 01/2023 |
| Unemployed | Clemmons | NC | 01/2013 | 01/2017 |
| First Horizon | Winston-Salem | NC | 08/2023 | Present |
| Unemployed | Clemmons | NC | 03/2018 | 07/2019 |
| Lpl Financial Llc | Winston Salem | NC | 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 - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
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