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Goran Miljenovic

LPl Financial LLC

Atlanta, GA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-18
GA RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2024-07-18
  • GA RA
    APPROVED
    Since 2021-07-21

Branch Locations

3535 Peachtree Rd Ne Ste 320, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Atlanta GA 09/2020 07/2021
Aos Tax And Accounting Services Inc Norcorss GA 01/2009 Present
Chastain Wealth Management Atlanta GA 06/2019 12/2019
Lpl Financial, Llc Atlanta GA 07/2021 Present
  • 09/2020 → 07/2021
    Waddell & Reed Inc
    Atlanta, GA
  • 01/2009 → Present
    Aos Tax And Accounting Services Inc
    Norcorss, GA
  • 06/2019 → 12/2019
    Chastain Wealth Management
    Atlanta, GA
  • 07/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2021-01-28 → 2021-07-21
    Waddell & Reed
    Charleroi, PA
    Atlanta, GA
Other Businesses

1) 01/20/2022 - DBA for LPL Business (entity for LPL business) / Crews Capital INC / Investment Related / 5Hrs/Mo 0Hrs/Mo During Trading / Atlanta, GA 30026 2) 04/01/2017 - Real Estate Rental / M Qube Properties LLC / Investment Related / 2Hrs/Mo 0Hrs/Mo During Trading / Atlanta, GA 30318 3) 07/21/2021 - Non-Variable Insurance / Goran Miljenovic / Investment Related / 0Hrs/Mo During Trading / Atlanta, GA 30326 4) 02/2007 - Tax Prep/Accounting/CPA / AOS Tax and Accounting Services, INC / 0Hrs/Mo During Trading / Norcross, GA 30071

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2021-09-02
Designations

View on SEC IAPD

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