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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-17 |
| GA | RA | APPROVED | 2024-06-13 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Atlanta | GA | 06/2004 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Roswell | GA | 01/2009 | 06/2024 |
| Reilly Financial Group, Inc. | Roswell | GA | 05/2009 | 06/2024 |
| Lpl Financial Llc | Roswell | GA | 06/2024 | Present |
1- 05/2024 / Reilly Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 35 hrs mth / 7 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-22 |
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