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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-11 |
| TX | RA | APPROVED_RES | 2025-03-10 |
Branch Locations
320 E Clayton St. Suite 507, Athens, GA 30601 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
320 E Clayton St. Suite 507, Athens, GA 30601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Bogart | GA | 01/2014 | 03/2025 |
| Raymond James Financial Services Advisors Inc. | Bogart | GA | 01/2014 | 03/2025 |
| Tsd Advisors, Llc Dba The Avenue Wealth Management Group | Watkinsville | GA | 01/2014 | 09/2018 |
| Consolidated Planning Corp. | Atlanta | GA | 10/2018 | 03/2025 |
| Consolidated Planning Corporation | Athens | GA | 09/2018 | 03/2025 |
| Lpl Financial Llc | Athens | GA | 03/2025 | Present |
01/21/2025 - ALN Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - Athens, GA - 03/03/2025 01/21/2025 - National Football Foundation (Georgia Football HOF Chapter) - Non-Profit Board Member - Non Inv Related - Irving, TX - 04/01/2021 01/21/2025 - Touchdown Club of Athens - Non-Profit Board Member - Non Inv Related - Athens, GA - 08/01/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-27 |
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