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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Servies, Inc | Atlanta | GA | 05/2013 | 03/2022 |
| Suntrust Bank | Duluth | GA | 04/2013 | 03/2022 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2022 |
| Bb&T Securities, Llc. | Richmond | VA | 12/2019 | 03/2022 |
| Truist Investment Services, Inc. | Alpharetta | GA | 02/2021 | 03/2022 |
| Pruco Securities Llc | Atlanta | GA | 05/2022 | 11/2024 |
| Prudential Insurance Company Of America | Atlanta | GA | 05/2022 | Present |
| Unemployed | Alpharetta | GA | 03/2022 | 05/2022 |
| Lpl Enterprise, Llc | Atlanta | GA | 11/2024 | Present |
1) 01/12/2026-Ocee Park Recreation-Volunteer Baseball Coach-Non-profit volunteer (not on board)-Not Inv Related-At Johns Creek, GA-Start date 01/17/2026-25hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-02 |
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