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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-05 |
| KY | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
3499 Blazer Parkway Ste. 330, Lexington, KY 40509 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3499 Blazer Parkway Ste. 330, Lexington, KY 40509 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services Llc | Atlanta | GA | 08/2012 | 06/2019 |
| Foresters Financial Services | Atlanta | GA | 10/2012 | 11/2018 |
| Foresters Financial Services | Atlanta | GA | 11/2018 | 06/2019 |
| Foresters Financial Services, Inc. | Atlanta | GA | 02/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2019 | 05/2026 |
| Cetera Investment Advisers Llc | Atlanta | GA | 06/2019 | 05/2026 |
| Lpl Financial | Lexington | KY | 05/2026 | Present |
1. 5/2026 - PacK Financial - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - Atlanta GA 30339 - OBA Start date: 5/4/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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