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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-02-02 |
Branch Locations
323 Coddle Market Drive, Nw, Suite 130, Concord, NC 28027 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Concord | NC | 07/2001 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 01/2016 | Present |
1. 06/28/06 - Carolina Planning Consultants, LLP - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 1/1/2000 - TAX PREP / ACCOUNTING / BOOKKEEPING - MANAGING PARTNER OF GORDON, KEETER & CO, CPAS - ACTIVITIES CONSIST OF MANAGEMENT, CLIENT ENGAGEMENT, PREPARATION OF FINACNIAL STATEMENTS AND TAX RETURNS. PRIOR FIRM NAME WAS NEWBERRY, GORDON AND SHUFORD. FIRM UNDERWENT A NAME CHANGE THIS PAST YEAR. - 97% TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-30 |
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