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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Kennesaw | GA | 04/2018 | 08/2023 |
| Park Avenue Baptist Church | Atlanta | GA | 08/2008 | 12/2023 |
| Jp Morgan Securities Llc | Marietta | GA | 03/2016 | 01/2018 |
| Jc Penny | Kennesaw | GA | 04/2018 | 08/2018 |
| Edward Jones | St Louis | MO | 12/2023 | 05/2025 |
| Lpl Financial Llc | Atlanta | GA | 06/2025 | Present |
| Cdc Federal Credit Union | Atlanta | GA | 05/2025 | Present |
1) 06/03/2025 - CDC Investment & Retirement Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - Atlanta GA 30345 - Start Date:05/27/2025 - 160 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 100 2) 06/03/2025 - Park Avenue Baptist Church - Not Investment Related - Church/Pastor - Atlanta GA - Start Date:08/12/2008 - 15 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-21 |
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