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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-11 |
Branch Locations
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
1745 Peachtree St Ne, Atlanta, GA 30309 • United States
1025 Virginia Avenue, Atlanta, GA 30354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truepoint Inc | Cincinnati | OH | 08/2016 | 01/2018 |
| Truepoint Inc. | Cincinnati | OH | 01/2018 | 12/2021 |
| Truepoint, Inc. | Cincinnati | OH | 12/2021 | 10/2022 |
| Truepoint, Inc. | Cincinnati | OH | 10/2022 | 12/2023 |
| Not Employed/Sabbatical | Atlanta | GA | 01/2024 | 06/2024 |
| Lpl Financial Llc | Atlanta | GA | 06/2024 | Present |
| Delta Community Credit Union | Atlanta | GA | 06/2024 | Present |
1- 07/2024 / DELTA COMMUNITY CREDIT UNION / Financial Institution Duty / Inv Related / 16 hrs mnth / 4 hrs during tradig / start 07/01/2024 2- 07/2024 / Delta Community Retirement and Investment Services / DBA for LPL Business (entity for LPL business) / Inv Related 3- 12/02/2024 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/15/2024 - 10 hours per month/ 2 hours during trading 4- 12/03/2024 - Members Trust Company - Financial Institution Duty - Not investment Related - At Reported Business Location(s) - Start Date 11/15/2024 - 10 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
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