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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| GA | RA | APPROVED | 2023-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 03/2013 | 01/2023 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 01/2023 |
| Lpl Financial Llc | Statesboro | GA | 01/2023 | Present |
1. 06/18/2024 - DSZ Wealth Management - Inv Related - At Reported Business Location(s) - Other - Employee Model Brand Name - Started: 5/1/2024 - 0 Hrs/Mo. 2. 10/15/2024 - Edelson Wealth Management - Other - Employee Model Brand Name - Not Investment Related - At Reported Business Location(s) - Start Date 10/17/2024 - 53 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-30 |
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