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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
304 E. Tennessee St., Tallahassee, FL 32301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Tallahassee | FL | 02/2005 | 08/2017 |
| Bb&T Investments | Charlotte | NC | 03/2006 | 08/2017 |
| Capital City Bank Group, Inc. | Tallahassee | FL | 08/2017 | Present |
| Lpl Financial Llc | Tallahassee | FL | 10/2019 | Present |
1)10/15/19- Capital City Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)10/15/19- NOTARY - Inv. Related- Tallahassee, FL - start date 8/2000 - 5% 3)10/21/2021 - Capital City Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 08/27/2018 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-21 |
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