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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-20 |
| TN | RA | APPROVED | 2024-10-01 |
Branch Locations
32 Public Square, Columbia, TN 38401 • United States
8115 Isabella Ln Ste 1, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Franklin | TN | 07/2012 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 09/2012 | 08/2018 |
| Southwestern Investment Group | Franklin | TN | 02/2015 | 08/2018 |
| Southwestern Investment Services | Franklin | TN | 07/2012 | 08/2018 |
| Southwestern Investment Advisory Services | Franklin | TN | 03/2017 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 10/2024 |
| George Wealth Group | Franklin | TN | 08/2018 | 10/2024 |
| Lpl Financial Llc | Brentwood | IL | 10/2024 | Present |
1 - 08/28/2024 - George - Wellons Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 200 Hours/Month - 7 Hours During Trading - At reported business location(s). 2 - 08/28/2024 - J & E Partners PLLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - TN 37027 - OBA Start Date: 08/20/2018. 3 - 08/28/2024 - George Wellons Proprieties, PLLC - Real Estate Rental - Inv Related - TN 37027 - OBA Start Date: 11/04/2020. 4- 11/07/2024 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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