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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-29 |
Branch Locations
237 Roswell St Ne Suite 100, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services Inc | Atlanta | GA | 03/2019 | 07/2021 |
| Truist Bank | Charlotte | NC | 03/2019 | 07/2021 |
| Suntrust Bank | Charlotte | NC | 03/2017 | 03/2019 |
| Bank Of America | New York | NY | 06/2016 | 12/2016 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2020 | 01/2023 |
| Truist Investment Services, In | Atlanta | GA | 07/2021 | 01/2023 |
| First Citizens Bank | Atlanta | GA | 01/2023 | 06/2024 |
| First Citizens Investor Services | Raleigh | NC | 01/2023 | 06/2024 |
| Capital City Bank | Marietta | GA | 06/2024 | Present |
| Lpl Financial | Marietta | GA | 07/2024 | Present |
1) 06/2024 - CAPITAL CITY BANK / Financial Institution Duty / LICENSED BRANCH EMPLOYEE / Inv. Related / Marietta GA / Start date 06/17/2024 - 160 hrs per month - 100 % Time Spent 2) 06/2024- Capital City Strategic Wealth, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) Real Estate Rental / Inv. Related / GA 30008 / Start date 04/30/2024 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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