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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-04 |
| GA | RA | APPROVED | 2023-08-21 |
Branch Locations
5755 N Point Parkway, Ste 232, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Georgia | Dahlonega | GA | 08/2014 | 12/2017 |
| Relutech | Peachtree Corners | GA | 01/2018 | 11/2019 |
| Paycom | Atlanta | GA | 11/2019 | 03/2020 |
| Unemployed | Chamblee | GA | 03/2020 | 10/2020 |
| Triad Advisors | Norcross | GA | 10/2020 | 08/2023 |
| Wealth Enhancement & Preservation | Alpharetta | GA | 12/2020 | 08/2023 |
| Lpl Financial Llc | Alpharetta | GA | 08/2023 | Present |
1) 08/2023 - Wealth Enhancement And Preservation Of GA / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 Hrs per month 2) 08/2023 - BCM Capital / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Roswell GA / Start date 12/01/2021 3) 12/02/2024 - Wealth Enhancement And Preservation Of GA - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-15 |
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