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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-19 |
Branch Locations
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
Tucker, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2019 | 01/2020 |
| Forge Consulting, Llc | Atlanta | GA | 03/2018 | 06/2019 |
| Assurant Specialty Property | Duluth | GA | 05/2013 | 03/2018 |
| Delta Community Credit Union | Atlanta | GA | 05/2020 | Present |
| Amazon.COm Inc | Lawrenceville | GA | 06/2019 | 09/2019 |
| Amazon.COm Inc | Lawrenceville | GA | 01/2020 | 05/2020 |
| Lpl Financial, Llc | Atlanta | GA | 12/2021 | Present |
12/2021 - DBA for LPL Business (entity for LPL business) - Delta Community Retirement and Investment Services - Investment Related - Atlanta, GA 30354
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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