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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-02 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
2592 Crawfordville Hwy, Crawfordville, FL 32327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 03/2010 | 12/2022 |
| Agia | Houston | TX | 12/2022 | 12/2022 |
| Capital City Bank | Crawfordville | FL | 12/2022 | Present |
| Lpl Financial Llc | Crawfordville | FL | 01/2023 | Present |
1) 1/2023- Capital City Investments - DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-14 |
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