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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
2531 Lafayette Plaza Dr Ste C, Albany, GA 31707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bill Sadler Financial Services | Leesburg | GA | 07/2001 | Present |
| Invest Financial Corporation | Albany | GA | 05/2016 | 02/2018 |
| Lpl Financial Llc | Albany | GA | 02/2018 | Present |
1. 02/14/2018 - Sadler Retirement - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/1/2010. 2. 12/07/2021 - Sherwood Christian Academy - Not Investment Related - 1418 Old Pretoria Road, Albany, GA 31721 - Outside/W-2 Employment - Tennis Coach - Start Date: 12/11/2021 - 32 Hours Per Month/1 Hour During Securities Trading 3. 07/31/2023 - SADLER RETIREMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/07/2023 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-10 |
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