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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Decatur | GA | 03/2021 | 03/2023 |
| Primerica Financial Services | Decatur | GA | 09/2017 | 03/2023 |
| Resurgens Orthoedics | Atlanta | GA | 11/2006 | Present |
| Lpl Financial Llc | Atlanta | GA | 02/2024 | Present |
1) 11/2024 - Avery Financial Services / DBA for LPL Business (entity for LPL business) / Inv. Related / Atlanta, GA 30354 / Start date 10/29/2024 - 160 Hrs per month - 100% Time Spent 2) 11/2024 - Resurgens Orthopedics / Outside/W-2 Employment / No Inv. Related / Fayetteville GA 30214 / Start date 11/01/2024 - 120 Hrs per month - 75 % Time Spent 3) 11/2024 - Real Estate Rental / Co-owner / Inv, Related / Fairburn, GA 30213 / Start date 03/15/2023 - 4) 11/2024 - Purple Lotus Advising LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Fayetteville GA 30214 / Start date 10/01/2024 -5 Hrs per month -5 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-24 |
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