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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-04 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Kennesaw | GA | 02/2020 | 04/2022 |
| Professional Benefits Consulting | Canton | GA | 08/2019 | 12/2019 |
| B&B Moving And Delivery | Dawsonville | GA | 06/2016 | 12/2019 |
| Reinhardt University | Waleska | GA | 08/2016 | 05/2020 |
| Lpl Financial, Llc | Cumming | GA | 05/2022 | Present |
1- 02/10/2026 - L.G. Adams Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/05/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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