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6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328-5901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-23 |
Branch Locations
6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328-5901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everence Financial | Kidron | OH | 07/2015 | 07/2017 |
| Proequities, Inc. | Kidron | OH | 09/2015 | 07/2017 |
| Everence Trust Company | Goshen | IN | 03/2016 | 07/2017 |
| Ameriprise Financial Services, Inc. | Atlanta | GA | 07/2017 | 07/2021 |
| Lpl Financial, Llc | Atlanta | GA | 07/2021 | Present |
| Benedict Financial Advisors, Inc. | Atlanta | GA | 07/2021 | Present |
1. 7/20/2021 - Benedict Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/26/2021 - Benedict Financial Advisors Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/23/2021 - 160 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through Benedict Financial Advisors Inc., an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
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