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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
3535 Peachtree Rd Ne Ste 320, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Atlanta | GA | 12/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Decatur | GA | 12/2008 | 07/2021 |
| West Oakland Missionary Baptist Church | Atlanta | GA | 04/2015 | 04/2018 |
| Boost Mortgage Llc | Decatur | GA | 02/2018 | 12/2021 |
| Lpl Financial, Llc | Atlanta | GA | 07/2021 | Present |
1. 07/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SERVICING AGENT - Started 2009 - 2 Hours During Securities Trading - Time Spent 1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-04 |
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