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Robert Ellison Means

LPl Financial LLC

Marietta, 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 2022-05-18
  • GA RA
    APPROVED
    Since 2022-05-18

Branch Locations

647 Roswell St Ne, Marietta, GA 30060 • 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
Waddell & Reed Inc Alpharetta GA 03/2016 07/2017
Various Insurance Carriers For W&R Insurance Agencies Marietta GA 03/2016 07/2017
Cuna Brokerage Services, Inc Waverly IA 08/2017 Present
Cuna Mutual Group Waverly IA 08/2017 Present
Lpl Financial Llc Marietta GA 05/2022 Present
  • 03/2016 → 07/2017
    Waddell & Reed Inc
    Alpharetta, GA
  • 03/2016 → 07/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Marietta, GA
  • 08/2017 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 08/2017 → Present
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Lpl Financial Llc
    Marietta, GA
Previous Registrations
  • 2017-08-15 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Marietta, GA
    Kennesaw, GA
    Atlanta, GA
    Waverly, IA
  • 2016-03-28 → 2017-07-27
    Waddell & Reed
    Alpharetta, GA
    Atlanta, GA
  • 2012-06-05 → 2015-03-06
    Edward Jones
    St Louis, MO
    Woodstock, GA
    Woodstock, GA
Other Businesses

1. 05-18-2022-iTHINK Wealth Management- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-01
  • S66 Uniform Combined State Law Examination
    2012-06-01
Other Names
  • Robert Ellison Means
  • Robert Ellison Means
  • Means Rob

View on SEC IAPD

Other Firms

SENTARA CAPITAL
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THIRD ACT RETIREMENT PLANNING, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

More in Marietta, GA

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