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Jonathan Allen House

LPl Financial LLC

Watkinsville, GA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-03-03
  • GA RA
    APPROVED
    Since 2023-03-03

Branch Locations

1641 New High Shoals Rd Ste 1, Watkinsville, GA 30677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Atlanta GA 03/2015 04/2018
Suntrust Advisory Services, Inc. Atlanta GA 09/2016 04/2018
Raymond James Financial Services, Inc. Watkinsville GA 04/2018 02/2023
Raymond James Financial Services Advisors, Inc. Watkinsville GA 04/2018 02/2023
Tsd Advisors Watkinsville GA 05/2018 02/2023
Avenue Wealth Management, Llc Watkinsville GA 05/2018 02/2023
Jonyboy's Llc Warkinsville GA 05/2018 03/2023
Mars Hill Wealth, Llc Watkinsville GA 05/2018 02/2023
Geiger Limited Partnership (Fulton) (Lp) Comer GA 11/2017 03/2023
Intellishop, Marketforce, Confero, And A-Closer-Look Comer GA 05/2017 Present
Lpl Financial Llc Watkinsville GA 03/2023 Present
  • 03/2015 → 04/2018
    Suntrust Investment Services
    Atlanta, GA
  • 09/2016 → 04/2018
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 04/2018 → 02/2023
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 04/2018 → 02/2023
    Watkinsville, GA
  • 05/2018 → 02/2023
    Tsd Advisors
    Watkinsville, GA
  • 05/2018 → 02/2023
    Avenue Wealth Management, Llc
    Watkinsville, GA
  • 05/2018 → 03/2023
    Jonyboy's Llc
    Warkinsville, GA
  • 05/2018 → 02/2023
    Mars Hill Wealth, Llc
    Watkinsville, GA
  • 11/2017 → 03/2023
    Geiger Limited Partnership (Fulton) (Lp)
    Comer, GA
  • 05/2017 → Present
    Intellishop, Marketforce, Confero, And A-Closer-Look
    Comer, GA
  • 03/2023 → Present
    Watkinsville, GA
Previous Registrations
Other Businesses

1) 03/01/2023 - Confero - Outside/W-2 Employment - Non-inv. Related - Watkinsville, GA - Secret Diner/Writing Reviews - Start Date 5/01/2017 - 2hrs/month 1hrs during Trading 2) 03/01/2023 - Marketforce - Outside/W-2 Employment - Non-inv. Related - Watkinsville, GA - Secret Diner/Writing Reviews - Start Date 5/01/2017 - 2hrs/month 1hrs during Trading 3) 03/01/2023 - Intellishop - Outside/W-2 Employment - Non-inv. Related - Watkinsville, GA - Secret Diner - Start Date 05/01/2017 - 2hrs/month 1hrs during Trading 4) 03/01/2023 - Geiger Limited Partnership (Fulton) (LP) - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Watkinsville, GA - Entity Owns Property used for hunting - Start Date 11/16/2017 - 0hrs/month during Trading 5) 03/01/2023 - A Closer Look - Outside/W-2 Employment - Non-inv. Related - Watkinsville, GA - Secret Diner/Writing Reviews - Start Date 05/01/2017 - 2 hrs/month 6) 03/01/2023 - Tree by the Sea Insurance - Insurance Agency - Inv. Related - Comer, GA - Owner - Start Date 3/22/2021 - 5hrs/month 1hr during Trading 7) 03/012023 - JonyBoy's LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Watkinsville, GA - Owner - Start Date 05/01/2018 - 128hrs/month 8) 03/01/2023 - Shekinah Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 3/1/2023 - 120hrs/mnth 30 hrs during Trading 9) 03/01/2023 - Tree by the Sea Insurance - Non-Variable Insurance - Inv. Related - Comer, GA - Agent Selling Life Insurance - Start Date 3/22/2021 - 5hrs/month 11- 10/06/2025 - Real Estate Rental - Inv rel - At Reported Business Location(s) - Start date: 11/03/2025 - 0 hrs/mnth 0 hrs during Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-18
  • S66 Uniform Combined State Law Examination
    2011-06-18
Other Names
  • Jonathan Allen House

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