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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2023-07-10 |
Branch Locations
3651 Mars Hill Rd, Ste 600B, Watkinsville, GA 30677 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Green Financial Resources, Llc | Duluth | GA | 05/2010 | 07/2021 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 06/2021 |
| Lpl Financial Llc | Orlando | FL | 04/2023 | Present |
| Rich Music | Orlando | FL | 07/2021 | Present |
1) 04/05/2023 - Rich Music Inc - Outside/W-2 Employment - communication conduit - Miami, FL 33127 - Non investment related - 22 Hours per month - Start date: 07/01/2022 2) 07/14/2023 - Elevated Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2023 - 20 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-08 |
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