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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-10-01 |
Branch Locations
598 South Milledge Ave Ste 1, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truxton Trust | Athens | GA | 06/2014 | Present |
| Lpl Financial, Llc | Athens | GA | 09/2014 | Present |
1. 10/6/2014 - TRUXTON SECURITIES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 06/13/2024 - Truxton Trust - Non-Inv Related - At Reported Business Location(s) - Financial Institution Duty - Associate Wealth Advisor - Start Date: 06/02/2014 - 30 Hours Per Month/20 Hours During Securities Trading. 3. 03/18/2026 - Olive Branch Counseling and Consulting - Coach/ Sports/ Fitness - Not Investment Related - Athens, GA - Start Date 03/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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