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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| MD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
570 W Crossville Rd, Ste 202, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Roswell | GA | 04/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Marietta | GA | 06/2009 | 07/2021 |
| Skodack Incorporated | Marietta | GA | 09/2016 | 07/2021 |
| Wifs | Albany | NY | 01/2020 | 07/2021 |
| Sandy Springs United Methodist Church | Atlanta | GA | 01/2020 | 07/2021 |
| Burkett Commercial Real Estate Llc | Marietta | GA | 08/2020 | 07/2021 |
| Lpl Financial Llc | Roswell | GA | 07/2021 | Present |
1) 1/1/2020- Skodack Incorporated- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Marietta, GA- 0hrs/mth 2) 8/14/2020- Burkett Commercial Real Estate LLC- Real Estate Rental- co-owner- inv. related- Marietta, GA 3) 02/07/2022 - 21 Goats Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/21/2022 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
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