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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-18 |
| GA | RA | APPROVED | 2021-07-21 |
Branch Locations
3535 Peachtree Rd Ne Ste 320, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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