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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-14 |
| GA | RA | APPROVED | 2011-09-19 |
Branch Locations
200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States
Atlanta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 08/2011 | Present |
1. 06/03/2011: Non-Variable Insurance - FIXED INSURANCE; LIFE, LONG TERM CARE AND DISABILITY - Investment Related - MARIETTA, GA -0 Hrs/Mth - 0 Hrs During Trading -15% TIME SPENT . 2. 06/03/2011 : OTHER - INTERGRATED SUPPORT SERVICES - ACCOUNTING PURPOSES ONLY CREATED FOR BILLING AND BENEFITS - Business Entity For Tax/Investment Purposes Only - Investment Related - MARIETTA, GA - 0 Hrs/Mth - 0 Hrs During Trading - 2% TIME SPENT 3. 06/03/2011 : DBA for LPL Business (entity for LPL business) -Intergrated Financial Group - DBA FOR SECURITIES - Investment Related - MARIETTA, GA - 0 Hrs/Mth - 0 Hrs During Trading - TIME SPENT 80% 4. 8/8/2012: Non-Variable Insurance - TNBC (The National Benefit Corp) -All fixed insurance needs for my clients go through TNBC (The National Benefit Corporation). The are my general agent providing insurance analysis for me and acting as my back office for managing insurance cases. - MARIETTA, GA - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading -TIME SPENT 10% . 5. 6/6/2018 - Cynthia L. Skaggs, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 02/01/2006 - 10 Hours Per Month/1 Hour During Securities Trading - LLC/S Corp receives assigned income from financial advisor to cover business expenses. 6) 07/30/2025 - Gaynes Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 110 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-21 |
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