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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2010 | 05/2026 |
| Lpl Financial Llc | Brookhaven | GA | 05/2026 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2026 |
1) 05/18/2026 - Real Estate Rental - Nextfolio LLC - member / Co-owns rental property with spouse - Inv. Related- Brookhaven, GA - start date 4/2025- 1 hrs/mth - 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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