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Account
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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-22 |
Branch Locations
323 W Main St, Hendersonville, TN 37075-3320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber Driver | Nashville | TN | 03/2015 | 03/2018 |
| Door Dash | Nashville | TN | 03/2018 | 04/2021 |
| Tennessee Grasslands | Gallatin | TN | 04/2021 | 09/2022 |
| Unemployed | Gallatin | TN | 09/2022 | 01/2023 |
| Collier Wealth Insurance Services | Hendersonville | TN | 01/2023 | Present |
| Lpl Financial Llc | Hendersonville | TN | 06/2024 | Present |
1) 06/2024 - Collier Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - 30 Hrs per month - 10% Time Spent 2) 06/2024 - Collier Wealth Insurance Services LLC / Insurance Agent & 50% owner / Insurance Agency / Inv. Related / Hendersonville, TN / Start date 01/02/2023 - 10 Hrs per month - 5 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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