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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
| VA | RA | APPROVED | 2025-07-10 |
Branch Locations
71 New Bushy Branch Rd Suite 100, Manchester, TN 37355 • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Manchester | TN | 10/2007 | 07/2025 |
| Heritage Wealth Management | Manchester | TN | 08/2019 | Present |
| Lpl Financial Llc | Manchester | TN | 07/2025 | Present |
1. 07/10/2025- Hangarcraft LLC- Business Owner- Not INV Related- Home Based- Start date 08/26/2019- 5 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- SH Rentals- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 08/26/2019- 5 Hours Per Month- 2 Hours During Trading 3. 07/10/2025- Southern Heritage Investments- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/08/2007- 130 Hours Per Month- 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-10 |
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