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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-14 |
Branch Locations
117 Seaboard Lane Ste E204, Franklin, TN 37067 • United States
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Partners Llc | Nashville | TN | 07/2016 | 05/2018 |
| M Holdings Securities | Portland | OR | 05/2018 | 06/2022 |
| Fs Sports Wealth & Entertainment, Llc | Nashville | TN | 05/2018 | 06/2022 |
| The Prudential Insurance Company Of America | Franklin | TN | 06/2022 | Present |
| Pruco Securities Llc | Franklin | TN | 06/2022 | 11/2024 |
| Lpl Enterprise, Llc | Atlanta | GA | 11/2024 | Present |
1)10/18/2024- Vanderbilt football/Learfield IMG-Radio/ TV/ Podcast-Color analyst for Vanderbilt football radio broadcasts-ATLANTA, GA- NOT INV related-start date 08/31/2024- 24 HRS/MTH -0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-11 |
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