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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| GA | RA | APPROVED | 2010-11-12 |
Branch Locations
480 Peachtree Industrial Blvd, Suwanee, GA 30024 • United States
11655 Medlock Bridge Road, Johns Creek, GA 30097 • United States
2488 East Main Street, Snellville, GA 30078 • United States
22255 Buford Highway, Buford, GA 30518 • United States
5319 Atlanta Highway, Flowery Branch, GA 30542 • United States
6515 Sugarloaf Pkwy, Duluth, GA 30097 • United States
275 South Main Street, Alpharetta, GA 30009 • United States
500 Canton Road, Cumming, GA 30040 • United States
190 Village Centre East, Woodstock, GA 30188 • United States
251 Highway 515, Jasper, GA 30143 • United States
90 Steve Tate Highway, Marble Hill, GA 30148 • United States
5395 Atlanta Highway, Alpharetta, GA 30004 • United States
9925 Haynes Bridge Rd-Ste 100, Alpharetta, GA 30022 • United States
1449 Dunwoody Village Parkway, Dunwoody, GA 30338 • United States
3169 Holcomb Bridge Rd-Ste 202, Norcross, GA 30071 • United States
485 Dacula Road, Dacula, GA 30019 • United States
480 Peachtree Industrial Blvd, Suwanee, GA 30024 • United States
108 Canton Rd, Cumming, GA 30040 • United States
335 South Main St, Statesboro, GA 30458 • United States
78 N Broad St, Winder, GA 30680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alpharetta | GA | 11/2010 | Present |
| Renasant Bank | Woodstock | GA | 11/2010 | Present |
(1) 11/3/2010 - NO BUSINESS NAME - FINANCIAL INSTITUTION DUTY - INV REL - AT REPORTED BUSINESS LOCATION - OFFICER OF RENASANT BANK. (2) 09/16/2014 - RENASANT FINANCIAL SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 5225 WINDWARD PARKWAY, ALPHARETTA, GA 30004 - OBA START: 09/11/2014.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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