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3200 Cobb Galleria Parkway Suite 215, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-08-14 |
Branch Locations
3200 Cobb Galleria Parkway Suite 215, Atlanta, GA 30339 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-10-04 |
Branch Locations
3200 Cobb Galleria Pkwy. #215, Atlanta, GA 30339-5921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Atlanta | GA | 10/2005 | Present |
| Chappell Financial Group | Atlanta | GA | 02/2012 | Present |
1. 1/11/2012: DBA ONLY - CHAPPELL FINANCIAL GROUP - FIXED INSURANCE, LTC, LIFE, HEALTH, P&C, FIXED ANNUITIES, AND EMPLOYEE BENEFIT PLANS - TIME SPENT 50% 2. 2/7/2012: REGISTERED INVESTMENT ADVISOR - CHAPPELL FINANCIAL GROUP - FINANCIAL PLANS AND ADVICE PROVIDED FOR HOURLY OR FIXED FEES. - TIME SPENT 20%. 3. 12/10/2018 - No Business Name - Investment Related - Smyrna GA 30080 - Real Estate Rental - Started 02/01/2018 - 1 Hours Per Month/0 Hours During Securities Trading - Own a duplex jointly with wife.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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