Mark Alan Lloyd

Current Employers

The Lloyd Advisory Group

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-08-01

GA RA
APPROVED

Since 2023-08-01

Branch Locations

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • 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

Organization	City	State	From	To
Lloyd Advisory Services, Llc	Suwanee	GA	06/2011	Present

06/2011 → Present

Lloyd Advisory Services, Llc

Suwanee, GA

Other Businesses

THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED, 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - CLIENT RELATIONS MANAGER - DUTIES INVOLVE COMPLETING ACCOUNT APPLICATIONS, MONITORING NEW CLIENTS, ASSISTING WITH ROLLOVERS, AND MANAGING CLIENT SERVICE DEPARTMENT - START DATE: 06/2011 - 80 HOURS/MONTH, ALL DURING SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-29

S65 Uniform Investment Adviser Law Examination

2023-06-29

View on SEC IAPD

Current Employers

The Lloyd Advisory Group

Disclosures

Employment History

Other Businesses

Exams

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