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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwinnett County | Lawrenceville | GA | 05/2014 | Present |
| Lpl Financial Llc | Royston | GA | 10/2024 | Present |
1- 09/2024 / Crown Chasers Benefits / Non-Variable Insurance / Investment Related / 20 hrs mth / 1 hr during trading / Royston, GA / Start date: 01/04/2021 2- 09/2024 / Shekinah Financial / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 09/2024 / Family Farm / Farm / Not Investment Related / 10 hrs mth / Royston GA / Start date: 03/06/2023 4- 06/29/2026 - Crown Chasers Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/22/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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