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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Community Advisory Services | Cornelia | GA | 08/2006 | Present |
| Invest Financial Corp | Commerce | GA | 07/2009 | 02/2018 |
| Lpl Financial Llc | Commerce | GA | 02/2018 | Present |
1. 02/14/2018 - United Community Banks Inc. - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Referral Representative - Time Spent 25%. 2. 02/14/2018 - United Community Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-25 |
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