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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED_RES | 2023-08-24 |
Branch Locations
5555 Glenridge Connector Suite 1075, Atlanta, GA 30342 • United States
Milton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Private Bank | Atlanta | GA | 02/2009 | 08/2023 |
| Lpl Financial | Atlanta | GA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-24 |
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