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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truett Mcconnell University | Cleveland | GA | 08/2020 | 12/2021 |
| University Of Georgia | Athens | GA | 01/2022 | 05/2025 |
| Zaxbys | Alpharetta | GA | 05/2017 | 10/2017 |
| Oak Steakhouse | Alpharetta | GA | 11/2017 | 07/2021 |
| Redbull | Atlanta | GA | 02/2021 | 05/2021 |
| Lpl Financial | San Diego | CA | 06/2025 | Present |
| Unemployed | Alpharetta | GA | 07/2015 | 04/2017 |
| Alpharetta First Baptist Church | Alpharetta | GA | 05/2022 | 08/2022 |
1. 07/2025 - Toney Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading. - Bogart GA 30622 - OBA Start Date: 08/05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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