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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
5600 Glenridge Dr Suite 200-E, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline Steel, Llc | Rock Hill | SC | 11/2013 | 12/2019 |
| Lpl Financial, Llc | Roswell | GA | 10/2019 | 12/2021 |
| Ifg Advisory, Llc, D/B/A Magnolia Financial Group | Roswell | GA | 12/2019 | 12/2021 |
| Wipfli Financial Advisors, Llc | Alpharetta | GA | 01/2022 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 06/2022 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 06/2023 | Present |
BOXWOOD FINANCIAL SERVICES LLC, INV RELATED, MARIETTA, GA, 100% OWNERSHIP, START 10/20/22, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TRANSITIONING TO FINET. TRUSTEE OF MOTHERS REVOCABLE LIVING TRUST, INVT RELATED, LEXINGTON, VA, TRUSTEE, START DATE 1/2/2024, 0 HRS PER MONTH AND DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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