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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-20 |
Branch Locations
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
1825 Hwy 34 East, Newnan, GA 30265 • United States
472 Crosstown Dr, Peachtree City, GA 30269 • United States
90 Glenda Trace Ste A, Newnan, GA 30265 • United States
Lagrange, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Columbus | GA | 09/2019 | 04/2021 |
| Wells Fargo Bank, Na | Columbus | GA | 10/2015 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Newnan | GA | 07/2022 | 05/2023 |
| Wells Fargo Bank, Na | Newnan | GA | 10/2015 | 05/2023 |
| Delta Community Credit Union | Atlanta | GA | 07/2023 | Present |
| Lpl Financial Llc | Atlanta | GA | 08/2023 | Present |
| Unemployed | Atlanta | GA | 05/2023 | 07/2023 |
1- 10/2023 / Delta Community Retirement & Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 2- 10/2023 / DELTA COMMUNITY CREDIT UNION / NOTARY / INVESTMENT RELATED / START DATE 07/17/2023 3- 12/07/2023 - Ash Brokerage - Non-Variable Insurance - Client Relationship Manager - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ During Trading 4- 12/12/2023 - Members Trust Company - Financial Institution Duty - Trust Liaison Officer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-08 |
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