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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-10 |
| SC | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
6065 Roswell Road Ste 540, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc. | Houston | TX | 03/2013 | 07/2025 |
| Lpl Financial Llc | Atlanta | GA | 07/2025 | Present |
1- 07/2025 - Ashford Financial, LLC - Non-Variable Insurance/Insurance Agency - Advisor - Investment Related - At Reported Business Location(s) - Start Date 02/28/2011 - 3 hours per month/ during trading 2- 07/2025 - Ashford Financial, LLC - Tax Prep/Accounting/CPA - Tax Preparation/ Enrolled Agent - Investment Related - At Reported Business Location(s) - Start Date 03/21/2019 - 10 hours per month/ during trading 3- 07/2025 - Ashford Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/28/2011 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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