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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Duluth | GA | 07/2011 | 07/2019 |
| Wells Fargo Advisors Llc | Duluth | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Duluth | GA | 11/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2019 | 09/2021 |
| Bank Of America, N.A. | Atlanta | GA | 07/2019 | 09/2021 |
| Lpl Financial, Llc | Duluth | GA | 09/2021 | Present |
| Renasant Bank | Duluth | GA | 09/2021 | Present |
1) 9/2021 - Notary - Jolette Landress - Investment Related - Duluth, GA 30097 2) 9/2021 - DBA for LPL Business (entity for LPL business) - Renasant Financial Services - Investment Related - Duluth, GA 30097 3) 9/2021 - Financial Institution Duty - Renasant Bank - Investment Related - Duluth, GA 30097
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-29 |
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