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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbs Financial Advisors | Burlington | NC | 03/2007 | 05/2019 |
| Geneos Wealth Management Inc | Burlington | NC | 03/2010 | 03/2022 |
| Lpl Financial Llc | Burlington | NC | 03/2022 | Present |
1)03/16/2022 - BELLINGHAM HARRIS WEALTH AND RETIREMENT PLANNING - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/16/2022 - Personal Retirement Planning - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2007
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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