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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
301 West Haralson Street, Lagrange, GA 30240 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
301 West Haralson Street, Lagrange, GA 30240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poplar Place Farm | Hamilton | GA | 11/2004 | 01/2018 |
| Independent Insurance Agent | Upatoi | GA | 01/2005 | 04/2026 |
| Raymond James Financial Services, Inc. | Lagrange | GA | 05/2014 | 04/2026 |
| Raymond James Financial Services Advisors Inc. | Lagrange | GA | 06/2014 | 04/2026 |
| Lpl Financial Llc | Lagrange | GA | 04/2026 | Present |
1. 04/2026 - NVI Trails - Non-Variable Insurance Commission Trails - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Lagrange, GA, 30240 - OBA Start Date: 06/20/2013 2. 04/2026 - Oakbridge Insurance Agency - Non-Variable Insurance - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Lagrange, GA, 30240 - OBA Start Date: 06/20/2013 3. 04/2026 - Capital Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/29/2026 4. 04/2026 - Spring Creek Farm - Farm - Not Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Waverly Hall, GA, 31831 - OBA Start Date: 01/01/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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