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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-19
  • GA RA
    APPROVED
    Since 2025-08-19

Branch Locations

936 Towne Lake Pkwy, Woodstock, GA 30189 • United States

3891 Cobb Pkwy, Acworth, GA 30101 • United States

12900 Highway 92, Woodstock, GA 30188 • United States

105 Main St. Market Place, Cartersville, GA 30121 • 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
E*Trade Securities Llc Alpharetta GA 01/2022 07/2022
Publix Supermarkets Johns Creek GA 10/2012 07/2020
Kennesaw State University Kennesaw GA 08/2012 12/2021
J.P. Morgan Securities Llc Atlanta GA 07/2022 07/2025
Jpmorgan Chase Bank, N.A. Atlanta GA 07/2022 07/2025
Lpl Financial Llc Woodstock GA 08/2025 Present
Lge Community Credit Union Woodstock GA 08/2025 Present
  • 01/2022 → 07/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 10/2012 → 07/2020
    Publix Supermarkets
    Johns Creek, GA
  • 08/2012 → 12/2021
    Kennesaw State University
    Kennesaw, GA
  • 07/2022 → 07/2025
    Atlanta, GA
  • 07/2022 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 08/2025 → Present
    Woodstock, GA
  • 08/2025 → Present
    Lge Community Credit Union
    Woodstock, GA
Previous Registrations
Other Businesses

1) 08/04/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade LGE Investment Group - Inv. Related- At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
S63 Uniform Securities Agent State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2022-09-02
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06

View on SEC IAPD

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