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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-05-18 |
| GA | RA | APPROVED | 2012-02-24 |
Branch Locations
200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Atlanta | GA | 02/2012 | Present |
1. 08/20/2012: INTEGRATED FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 10/03/2014 - INTEGRATED FINANCIAL GROUP OF COLUMBUS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Investment Related - At Reported Business Location(s) -START DATE 10/12/2014 - 160 HOURS PER MONTH/ 6 HOURS DURING TRADING 3. 2/6/2023 - Irvin Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/23/2023 - 160 Hours Per Month/8 Hours During Securities Trading 4. 09/30/2024 - Irvin College Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 09/24/2024 - 20 Hours Per Month/ 0 Hours During Trading 5. 03/18/2026 - Dunwoody Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/12/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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