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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
1509 Johnson Ferry Road Ste T4A, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2014 | 02/2018 |
| Pruco Securities, Llc. | Marietta | GA | 02/2018 | 11/2024 |
| The Prudential Insurance Company Of America | Marietta | GA | 02/2018 | Present |
| Lpl Enterprise, Llc | Marietta | GA | 11/2024 | Present |
1) 09/11/2024 - KF Benefits, LLC - Health and Group Insurance Sales, Service or Advice - Non-Variable Insurance - Inv Related - At MARIETTA, GA - Start Date 06/25/2024 - 5hrs/mth - 5hrs/mth During Trading 2) 09/11/2024 - General Health Insurance Activity - Individual contractor with various company appointments for health and group insurance - Non-Variable Insurance - Inv Related - At MARIETTA, GA - Start Date 06/25/2024 - 5hrs/mth - 5hrs/mth During Trading 3) 09/04/2024 - POA for Wife, Stephanie Wilson - Act in a Fiduciary Capacity - Inv Related - At MARIETTA, GA - Start Date 12/01/2020 - 0hrs/mth - 0hrs/mth During Trading 4) 09/04/2024 - POA for Mother Mary E. Wilson - Act in a Fiduciary Capacity - Inv Related - At MARIETTA, GA - Start Date 10/31/2012 - 5hrs/mth - 1hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-16 |
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