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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-30 |
Branch Locations
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
Cumming, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duval County Public Schools | Jacksonville | FL | 06/2015 | 12/2017 |
| Unemployed | Atlanta | GA | 12/2017 | 03/2018 |
| Epiq/Morgan Stanley | Atlanta | GA | 03/2018 | 03/2018 |
| Lpl Financial Llc | Atlanta | GA | 04/2018 | 01/2019 |
| Delta Community Credit Union | Atlanta | GA | 04/2018 | 01/2019 |
| Morgan Stanley | Raleigh | NC | 01/2019 | 12/2020 |
| Delta Community Credit Union | Atlanta | GA | 12/2020 | Present |
| Lpl Financial, Llc | Holly Springs | NC | 12/2020 | Present |
1)12/16/2020- Delta Community Retirement & Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)10/12/2021 - Members Trust Company - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Licensed Admin - Start Date: 07/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3) 02/21/2024 - Delta Community Credit Union - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Assistant Vice President - Started 02/14/2024 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-08 |
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