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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-06-28 |
| WV | RA | APPROVED | 2024-06-24 |
| GA | RA | APPROVED | 2024-06-20 |
| FL | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED_RES | 2024-06-19 |
Branch Locations
Richmond Hill, GA • United States
Satellite Beach, FL • United States
1717 Pennsylvania Ave Nw Ste 325, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 10/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Lpl Financial Llc | Fort Mill | SC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-24 |
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