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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-30 |
| GA | RA | APPROVED | 2021-05-11 |
Branch Locations
2675 Mall Of Georgia Blvd Ste 601, Buford, GA 30519 • United States
1725 Electric Ave Unit 330 Ofc #9, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | San Francisco | CA | 01/2010 | 10/2017 |
| Wells Fargo Funds Management, Llc | San Francisco | CA | 01/2010 | 10/2017 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 04/2018 | 01/2021 |
| Atlanta Mission | Atlanta | GA | 11/2017 | 04/2018 |
| Lpl Financial Llc | Buford | GA | 05/2021 | Present |
| Unemployed | Dacala | GA | 01/2021 | 05/2021 |
1) 05/03/2021 - WHITE OAK WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2021 - 160 Hr/Mth 2) 6/22/2021 - Oconee State Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/1/2021 - 10 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-09 |
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