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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-16 |
Branch Locations
102 Parkside Commons Ste 102, Greensboro, GA 30642 • United States
3560 Lenox Rd Ne Suite 2727, Atlanta, GA 30326 • United States
1020 Parkside Commons Ste 102, Greensboro, GA 30642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 05/2022 | Present |
| Edward Jones | Senoia | GA | 05/2021 | 08/2021 |
| Georgia College & State University | Milledgeville | GA | 08/2019 | 05/2023 |
| Whitewater Creek Country Club | Fayetteville | GA | 09/2017 | 08/2020 |
| Starrs Mill Highschool | Fayetteville | GA | 08/2015 | 05/2019 |
1) 11/22/2023 - Platinum Wealth Management of Buckhead - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:10/31/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 08/21/2025 - Other - Notary - Not Investment Related - Start Date:04/16/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 3. 09/19/2025 - Ellie Camp LLC - Other - Marketing Consultant - Home Based - Not Inv rel - Start date: 09/01/2025 - 60Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
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