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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2013 | 07/2021 |
| Bbva Securities Inc. | Phoenix | AZ | 06/2013 | 07/2021 |
| Bbva Wealth Solutions Inc. | Phoenix | AZ | 07/2013 | 07/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 06/2013 | 07/2021 |
| Lpl Financial Llc | Scottsdale | AZ | 07/2021 | Present |
1) 7/2021- Lyness Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Scottsdale, AZ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-01 |
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