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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-30 |
| GA | RA | APPROVED | 2020-11-16 |
Branch Locations
220 Heritage Walk Ste 116, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Foundation For Women's Health / Stopafib.oRg | Greenwood | TX | 03/2011 | 09/2023 |
| Melissa Moss, Inc | Alpharetta | GA | 04/2014 | 09/2019 |
| Lpl Financial Llc | Milton | GA | 09/2019 | Present |
1) 7/2/2020: Main Street Advisors Inc.; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. Related. 2) 7/2/2020: Melissa Moss, Inc.; Business Entity For Tax/Investment Purposes Only; Inv. Related; Atlanta, GA; start date 4/2014; 160hrs/mo.; 8hrs during trading. 3) 11/14/2022: Marketing Solutions; At reported business location(s); Non-Variable Insurance; Agent; Inv. Related; Start Date 9/27/2022; 5hrs/mo.; 0hrs during trading. 4) 10/4/2023: Marketing Solutions; At reported business location(s); Non-Variable Insurance; Agent; Inv. Related; Start Date 9/6/2023; 5hrs/mo.; 5hrs during trading. 5) 11/01/2023 - Thrive Life Coaching - Other - Guest Educator - Not Investment Related - Home Based - Start Date 10/25/2023 - 4 Hours Per Month/ During Trading 6) 02/13/2024 - Melissa Moss, Inc. - Tax Prep/Accounting/CPA - Investment Related - Home Based - Start Date 02/01/2024 - 10 Hours Per Month/ 0 Hours during Trading 7) 07/24/2024 - Melissa Moss Wealth- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/22/2024 - 10 Hours Per Month/2 Hours During Trading 8) 12/22/2025 - Moss Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/11/2025 - 40 hours per month/ 32 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-12 |
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