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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-04 |
Branch Locations
307 North Marietta Parkway Ne, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Jonesboro | GA | 08/2015 | 02/2023 |
| Heritage Bank | Stockbridge | GA | 08/2015 | 02/2023 |
| Raymond James Financial Services, Inc. | Mcdonough | GA | 02/2023 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | Mcdonough | GA | 02/2023 | 02/2024 |
| The First Wealth Management | Mcdonough | GA | 02/2023 | 02/2024 |
| The First Bank | Mcdonough | GA | 01/2023 | 02/2024 |
| Lpl Financial | Marietta | GA | 02/2024 | Present |
| Southstate Investment Services | Marietta | GA | 02/2024 | Present |
1- 02/2024 / South State Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 130 hrs during trading / At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-21 |
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