Terra Bullock Winter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-02-14

GA RA
APPROVED

Since 2018-02-14

Branch Locations

2230 Riverside Pkwy, Lawrenceville, GA 30043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
United Community Bank	Lawrenceville	GA	01/2014	Present
Invest Financial Corp.	Lawrenceville	GA	06/2014	02/2018
Lpl Financial Llc	Lawrenceville	GA	02/2018	Present

01/2014 → Present

United Community Bank

Lawrenceville, GA
06/2014 → 02/2018

Invest Financial Corp.

Lawrenceville, GA
02/2018 → Present

Lpl Financial Llc

Lawrenceville, GA

Previous Registrations

2015-10-09 → 2018-02-14

Invest Financial Corporation

Lawrenceville, GA

Duluth, GA

Lawrenceville, GA

Other Businesses

1) 09/12/2025 - United Community Bank - Not Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:01/14/2014 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-08
S63	Uniform Securities Agent State Law Examination	2001-06-26

S66 Uniform Combined State Law Examination

2015-10-08
S63 Uniform Securities Agent State Law Examination

2001-06-26

Other Names

Terra Michelle Bullock

View on SEC IAPD