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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-01 |
| TX | RA | APPROVED | 2024-01-31 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 07/2006 | 02/2017 |
| Usa Financial Securities | Ada | MI | 02/2017 | 01/2024 |
| Avery Financial Services | Atlanta | GA | 02/2017 | Present |
| Lpl Financial Llc | Fairburn | GA | 01/2024 | Present |
1.08/13/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Avery Financial Services; Investment Related; at Reported Business Location(s); Start Date 02/01/2017; 200hrs/mth; 40hrs during trading 2.08/17/2026; Compsych; Outside/W-2 Employment; Not Investment Related; Atlanta,GA; Start Date 08/20/2026; 2hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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