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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-10-01
TX RA APPROVED 2024-10-01
  • TN RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

32 Public Square, Columbia, TN 38401 • United States

8115 Isabella Ln Ste 1, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Franklin TN 05/2004 08/2018
Raymond James Financial Services Advisors, Inc Franklin TN 01/2009 08/2018
Southwestern Investment Group Franklin TN 05/2004 08/2018
Southwestern Investment Advisory Services Franklin TN 03/2017 08/2018
Commonwealth Financial Network Waltham MA 08/2018 10/2024
George Wealth Group Franklin TN 08/2018 10/2024
Lpl Financial Llc Brentwood TN 10/2024 Present
Previous Registrations
Other Businesses

1- 09/2024 - George-Wellons Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/20/2018 - 200 Hours Per Month/ 7 Hours During Trading 2- 09/2024 - J&E Partners PLLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/20/2018 3- 09/2024 - George Wellons Properties PLLC - Real Estate Rental - Co-Owner - Investment Related - At Reported Business Location(s) - Start Date 11/04/2020 4- 11/07/2024 - ASH Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 2 Hours Per Month/ 1 Hour During Trading 5- 11/08/2024 - George Wellons Properties - Real Estate Rental - Investment Related - Columbia, TN - Start Date 11/04/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-27
S63 Uniform Securities Agent State Law Examination 2003-06-24
  • S66 Uniform Combined State Law Examination
    2006-02-27
  • S63 Uniform Securities Agent State Law Examination
    2003-06-24
Designations
Other Names
  • Jeremy Richard George

View on SEC IAPD

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