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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3113 Roswell Rd, Marietta, GA 30062 • United States
111 Village Pkwy Ne Bldg 2 Ste 200, Marietta, GA 30067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Marietta | GA | 11/2014 | 11/2016 |
| Wells Fargo Bank, Na | Marietta | GA | 11/2014 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 11/2016 | 04/2022 |
| Kestra Investment Services, Llc | Alpharetta | GA | 04/2022 | 02/2026 |
| Kestra Advisory Services, Llc | Alpharetta | GA | 04/2022 | 02/2026 |
| Lpl Financial | Marietta | GA | 02/2026 | Present |
1.02/23/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lighthouse Financial Consultants; Investment Related; at Reported Business Location(s); Start Date 03/28/2024; 160hrs/mth; 160hrs during trading 2.02/23/2026; JuicePlus; Direct Sales/ MLM; Not Investment Related; Marietta,GA; Start Date 11/24/2025; 1hrs/mth; 1hrs during trading 3.08/14/2026; Robert Brian Watson; Real Estate Rental; Investment Related; Marietta,GA; Start Date 08/01/2026; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-22 |
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