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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-10 |
| GA | RA | APPROVED | 2021-12-14 |
Branch Locations
3651 Mars Hill Rd, Ste 600B, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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