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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-21
  • GA RA
    APPROVED
    Since 2024-06-21

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

301 Macy Drive, Roswell, GA 30076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Roswell GA 07/2021 06/2024
Reformation Brewery Canton GA 05/2020 12/2020
Georgia College Milledgeville GA 08/2016 05/2017
Kennesaw State University Kennesaw GA 08/2017 05/2021
Raymond James Financial Services Advisors Roswell GA 07/2022 06/2024
Lpl Financial Llc Roswell GA 06/2024 Present
  • 07/2021 → 06/2024
    Raymond James Financial Services
    Roswell, GA
  • 05/2020 → 12/2020
    Reformation Brewery
    Canton, GA
  • 08/2016 → 05/2017
    Georgia College
    Milledgeville, GA
  • 08/2017 → 05/2021
    Kennesaw State University
    Kennesaw, GA
  • 07/2022 → 06/2024
    Raymond James Financial Services Advisors
    Roswell, GA
  • 06/2024 → Present
    Roswell, GA
Previous Registrations
Other Businesses

1) 06/03/2024 - Reilly Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-30
  • S66 Uniform Combined State Law Examination
    2022-06-30
Other Names
  • Jake Reilly

View on SEC IAPD

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