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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-30 |
Branch Locations
301 West Haralson Street, Lagrange, GA 30240 • United States
301 West Haralson Street, Lagrange, GA 30240 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Lagrange | GA | 09/2012 | 04/2026 |
| Raymond James Financial Services Advisors Inc. | Lagrange | GA | 08/2013 | 04/2026 |
| Iinvestingsimply | Lagrange | GA | 02/2020 | 05/2022 |
| Lpl Financial Llc | Lagrange | GA | 04/2026 | Present |
1. 04/2026 - Capital Investment Services LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/29/2026 2. 04/2026 - Garner Family Farm - Farm - Not Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Pine Mountain, GA, 31822 - OBA Start Date: 10/01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
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