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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-10
GA RA APPROVED 2021-12-14
  • TX RA
    APPROVED
    Since 2022-10-10
  • GA RA
    APPROVED
    Since 2021-12-14

Branch Locations

3651 Mars Hill Rd, Ste 600B, Watkinsville, GA 30677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisors Llc El Segundo CA 01/2013 12/2021
Green Financial Resources Duluth GA 01/2003 06/2021
Lpl Financial Llc Statham GA 12/2021 Present
  • 01/2013 → 12/2021
    Cetera Advisors Llc
    El Segundo, CA
  • 01/2003 → 06/2021
    Green Financial Resources
    Duluth, GA
  • 12/2021 → Present
    Statham, GA
Previous Registrations
  • 2004-01-01 → 2021-12-14
    Cetera Advisors Llc
    Duluth, GA
    Duluth, GA
    Camano Island, WA
  • 2003-03-31 → 2004-01-01
    Ifg Advisory Services Inc
    Duluth, GA
Other Businesses

1) 12/2021- Elevated Wealth Partners LLC- DBA for LPL Business (entity for LPL business)- inv. related- Stratham, GA 2) 12/2021- Real Estate Rentals- ownerr- inv. related - 1469 Hog Mountain Rd Winder GA and 1471 Hog Mountain Rd Winder GA- start date 2016- 3hrs/mth 3) 12/2021- Youth Basketball Coach- non-inv. related- Bogart, GA- start date 2016- 10hrs/mth 4) 12/2021- Jason Piper- Notary- inv. related- Statham, GA- start date 2005- 1hr/mth 5) 04/22/2022 - Shelby Limited Holdings LLC - Not Investment Related - At Reported Business Location(s) - Other- rep's business - Start Date - 03/21/2022- 3 Hours Per Month/ 1 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-25
S63 Uniform Securities Agent State Law Examination 1998-03-26
  • S66 Uniform Combined State Law Examination
    2002-02-25
  • S63 Uniform Securities Agent State Law Examination
    1998-03-26
Designations
Other Names
  • Jason Piper

View on SEC IAPD

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