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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-08-01 |
Branch Locations
472 Crosstown Dr, Peachtree City, GA 30269 • United States
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
315 Hwy 74, North, Peachtree City, GA 30269 • United States
1980 Satellite Blvd Nw, Duluth, GA 30097 • United States
140 Highway 92 South, Fayetteville, GA 30215 • United States
Fayetteville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Community Credit Union | Atlanta | GA | 04/2009 | Present |
| Lpl | Altanta | GA | 07/2014 | Present |
1.07/31/2014-DELTA COMMUNITY RETIREMENT & INVESTMENT SERVICES/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ATLANTA,GA 2. 07/31/2014-DELTA COMMUNITY CREDIT UNION/FINANCIAL INSTITUTION DUTY/FINANCIAL ADVISOR/2%/ATLANTA,GA 3. 07/31/2014-ASHE BROKERAGE/NON-VARIABLE INSURANCE/INSURANCE AGENT OFFERING FIXED ANNUITIES AND LONG TERM CARE INSURANCE./10%/ATLANTA,GA 4. 04/11/2017 - Members Trust Company - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date 04/01/2017 - 2 Hours Per Month/1 Hour During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-10 |
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