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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-09-29 |
Branch Locations
4720 Chace Circle, Hoover, AL 35244 • United States
8566 Madison Blvd, Madison, AL 35758 • United States
109 River Square Plaza, Hueytown, AL 35023 • United States
101 20Th St S, Ste 101, Birmingham, AL 35233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avadian Cu (Al Telco Cu) | Birmingham | AL | 09/2007 | Present |
| Lpl Financial Llc | Birmingham | AL | 10/2015 | Present |
(1) 07/15/2016: Crossfit Alabaster - Outside/W-2 Employment - Investment Related - 100 Wellington Manor Ct, Ste 100 Alabaster AL 35007 - Started 06/01/2013 - 12 Hr/Mo; 0 Hours During Securities Trading - Crossfit Trainer (2) 08/31/2017: Avadian Financial Services - Investment Related - at reported business location(s)- DBA for LPL Business (entity for LPL business) - start date 06/01/2016 - 160 hours per month - 140 hours during securities trading. (3) 2/3/2023 - Fortis LLC Crossfit Alabaster - Not Investment Related - 1510 Simmsville Rd #2200 Alabaster, AL 35007 - Other - Business Owner - Part Owner - Start Date - 02/01/2023 - 30 Hours Per Month/0 Hours During Securities Trading (4) 08/26/2024 - Magellan Health - Outside/W-2 Employment - Assignment Ready Counselor PFC III - Investment Related - Maxwell Air Force Base: Kelly St, Montgomery, AL 36112 - Start Date 08/19/2024 - 6 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-28 |
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