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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia'S Own Credit Union | Lilburn | GA | 04/2010 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2013 | Present |
| Lpl Financial Llc | Atlanta | GA | 05/2022 | Present |
1. 05-18-2022 - Georgia's Own Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Marketing and Business Development Coordinator - Start Date: 04/2010 - 160 Hours per Month. 2. 05-18-2022 - Georgia's Own Investment and Retirement 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 | 2017-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-30 |
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