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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| GA | RA | APPROVED | 2023-08-21 |
Branch Locations
680 Douthit Ferry Rd, Ste. 102, Cartersville, GA 30120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 01/2021 | 08/2023 |
| Unemployed | Cartersville | GA | 05/2020 | 12/2020 |
| Cox Enterprises | Atlanta | GA | 02/2007 | 04/2020 |
| Wealth Enhancement & Preservation | Alpharetta | GA | 01/2021 | 08/2023 |
| Lpl Financial Llc | Cartersville | 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 - Aspida Life Insurance / Non-Variable Insurance / Investment Related / Durham, NC / Start date 10/01/2022 3) 08/2023 - Incremental Increases, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Cartersville, GA / Start date 04/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-27 |
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