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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-03-26 |
Branch Locations
2201 Providence Park Suite 200, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 11/2008 | 02/2020 |
| Horizons Financial Group | Birmingham | AL | 11/2008 | 02/2020 |
| Men, Llc | Birmingham | AL | 07/2009 | 03/2020 |
| Lpl Financial Llc | Birmingham | AL | 02/2020 | Present |
1)03/19/2020 - Horizons Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)03/19/2020 - ndependent Insurance Agent - Non-Variable Insurance - inv rel - at reported business location(s) - start: 03/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-23 |
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