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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-16 |
| GA | RA | APPROVED | 2015-08-05 |
Branch Locations
5755 North Point Parkway Suite 209, Alpharetta, GA 30062 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 09/2013 | Present |
| Wealthcare Advisory Partners Llc | Alpharetta | GA | 02/2015 | Present |
1. 9/16/2013 - Owenby Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 3/3/2015 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/17/2015 - 200 Hours Per Month/6 Hours During Securities Trading. 3. 3/3/2015 - Owenby Jones Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/17/2015 - 200 Hours Per Month/6 Hours During Securities Trading. 4. 8/8/2015 - Jones Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/15/15 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 8/27/2015 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/20/2015 - 5 Hours Per Month During Securities Trading - Life insurance. 6. 5/8/2018 - World Trader Coffee LLC - Not Investment Related - Services will be provided on the internet only. - Other-Family Business - Started 04/19/2018 - 4 Hours Per Month/0 Hours During Securities Trading 7. 08/31/2021 - LayLo LLC - Not Investment Related - At Reported Business Location(s) - Business Owner - Start Date: 05/14/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 8. 10/27/2021 - Jones Investment Holdings, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 04/27/2023 - Simplicity Buckhead - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 04/03/2023 - 5 Hours Per Month/5 Hours During Securities Trading 10. 03/11/2024 - BoneyJones LLC - Inv Related - Dallas, GA - Other - Van Leasing - Investor - Started: 2/12/2024 - 0 Hrs/Mo. 11. 01/30/2025- Vibe Insurance Agency- Non-Variable Insurance- INV Related- At Reported Business Location(s) - Start date 01/21/2025- 5 Hours Per Month/ 0 hours during trading 12. 08/06/2025 - Advisors Network - Non-Variable Insurance - Inv Rel - At reported business location(s) - Start date: 08/01/2025 - 5hrs/mnth/ during trading 13. 06/16/2026 - Gable & Ledger - Property and Casualty - Not Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 8 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-29 |
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