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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-23 |
| TX | RA | APPROVED | 2023-08-22 |
Branch Locations
5555 Glenridge Connector Suite 1075, Atlanta, GA 30342 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 08/2023 | Present |
| Fifth Third Private Bank | Atlanta | GA | 04/2017 | 08/2023 |
| Suntrust Bank | Atlanta | GA | 10/2011 | 04/2017 |
1. 07/19/2024 - GERSON LEHRMAN GROUP, INC - Other - Survey - Not Investment Related - Home Based Online - Start Date 07/01/2024 - 2 Hours Per Month/ 0 hours During Trading 2. 07/19/2024 - Dialectica - Other - Survey - Not Investment Related - Home Based Online - Start Date 06/30/2024 - 1 Hour Per Month/ 0 hours During Trading 3. 10/15/2024 - Other - Notary Public - Not Investment Related - At Reported Business Location(s) - Start Date 09/18/2024 - 1 Hour Per month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-31 |
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