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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chattanooga | TN | 04/2024 | 08/2025 |
| J.P. Morgan Securities Llc | Chattanooga | TN | 04/2024 | 08/2025 |
| Country Financial | Gainesville | GA | 11/2018 | 04/2024 |
| Johnson Insurance Services | Athens | GA | 05/2018 | 09/2018 |
| Liberty Mutual Insurance | Suwanee | GA | 10/2014 | 08/2016 |
| University Of North Georgia | Gainesville | GA | 08/2017 | 05/2019 |
| Bob Chandler Agency, Inc. (Cotton States) | Suwanee | GA | 02/2017 | 01/2018 |
| Portrait Holdings | Hagerstown | MD | 11/2023 | 12/2023 |
| Darden Restaurants, Inc | Gainesville | GA | 02/2023 | 04/2023 |
| Unemployed | Gainesville | GA | 09/2016 | 01/2017 |
| Tennesseevalley Federal Credit Union | Dalton | GA | 10/2025 | Present |
| Lpl Financial Llc | Dalton | GA | 10/2025 | Present |
| Unemployed | Dalton | GA | 08/2025 | 10/2025 |
1)10/13/2025 - Boggs Insurance Group, LLC - Property and Casualty Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2025 2)10/13/2025 - Notary - State of TN - Inv Rel - Start: 10/2025 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-05 |
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