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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2022-09-26 |
Branch Locations
994 Milledgeville Rd Ste A, Eatonton, GA 31024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Milledgeville | GA | 06/2007 | 05/2022 |
| Concourse Financial (Fka Proequities, Inc.) | Milledgeville | GA | 07/2008 | 04/2022 |
| Kestra Investment Services, Llc | Milledgeville | GA | 05/2022 | 09/2022 |
| Kestra Advisory Services, Llc | Milledgeville | GA | 05/2022 | 09/2022 |
| Lpl Financial Llc | Milledgeville | GA | 09/2022 | Present |
1) 9/2022- Veritas Advisers, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Milledgeville, GA 2) 9/2022- Easter Family Tree Farm- Co-owner/Timber management - non-inv. related- 573 Old Copelan Rd., Eatonton, GA 31024- start date 2/2015- 20hrs/mth 3) 9/2022- Duane Easter - Non-Variable Insurance- inv. related- Milledgeville, GA- start date 9/2007- 10hrs/mth 4) 01/05/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/04/2007 - 10 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-16 |
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