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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-03 |
Branch Locations
327 Dahlonega St, Suite 1804-A, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onelife Fitness | Holly Springs | GA | 01/2018 | 10/2022 |
| Lpl Financial | Cumming | GA | 03/2016 | Present |
1. 06/10/2025 - Clarke Creations - Other - Coloring Books for Children - Not Investment Related - Flowery Branch, Ga - Start Date: 07/01/2025 15 Hrs/Mth - 0 Hrs During Trading. 2. 06/05/2026 - L.G. Adams Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/04/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-29 |
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