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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
Dunwoody, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Dunwoody | GA | 03/2016 | 12/2017 |
| Princor Financial Services Corp | Dunwoody | GA | 03/2016 | 12/2017 |
| Stewart Perry Benefits Llc | Dunwoody | GA | 06/2016 | 07/2018 |
| Pruco Securities, Llc. | Dunwoody | GA | 07/2018 | 11/2024 |
| Prudential Insurance Company Of America | Dunwoody | GA | 07/2018 | Present |
| Lpl Enterprise, Llc | Dunwoody | GA | 11/2024 | Present |
1) 04/30/2025-Stewart Perry Benefits, LLC-Owner-Non-Variable Insurance-Inv related-At Atlanta, GA-Start date 06/01/2020-80hrs/mth-50hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-12 |
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