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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
2503 Macy Dr, Roswell, GA 30076 • United States
165 Burke Street Ste 208, Stockbridge, GA 30281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Alpharetta | GA | 02/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Woodstock | GA | 06/2008 | 07/2021 |
| Lpl Financial Llc | Stockbridge | GA | 07/2021 | Present |
1) 2019 - DBA for LPL Business (entity for LPL business) - IndiGo Financial - Investment Related - Alpharetta, GA 30022 2) 11/20/2023 - Sumac Wealth Management Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
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