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11255 Parsons Road Suite 200, Johns Creek, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-11-21 |
Branch Locations
11255 Parsons Road Suite 200, Johns Creek, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Johns Creek | GA | 02/2012 | Present |
| Networth Financial Services Llc | Johns Creek | GA | 09/2016 | Present |
(1) 03/16/2012: Johns Creek Wealth Management, LLC - DBA for Insurance and LPL Business (entity for LPL business) - Investment and Non-investment Related - At Reported Business Location(s) - Basic Tax Prep (2) 03/16/2012: Johns Creek Wealth Management, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 50% Time Spent - Basic Tax Preperation (3) 10/22/2012: North Pointe Tax Services Inc. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 25% Time Spent - Basic tax preparation, bookkeeping (4) 02/25/2015: No Business Name - Real Estate Rental - Investment Related - 2 Grey Widgeon Hilton Head Island SC 29928 - Start 03/15/2013 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - Own a beach house . It is rented at various times during the year. (5) 12/9/2016: NetWorth Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/27/2016 - 20 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Networth Financial Services, LLC, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-09 |
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