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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-08 |
Branch Locations
4227 Pleasant Hill Rd Bldg 14, Duluth, GA 30096 • United States
195 W Pike St Ste 209, Lawrenceville, GA 30046 • United States
Lawrenceville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Dunwoody | GA | 08/2016 | 03/2018 |
| Personal Capital Advisors Corporation | San Francisco | CA | 04/2018 | 02/2019 |
| Evolve Autos, Llc | Lawrenceville | GA | 11/2017 | Present |
| Edward Jones | St.LOuis | MO | 01/2020 | 10/2021 |
| Lpl Financial | Lawrenceville | GA | 10/2021 | Present |
1) 8/2015 - DBA for LPL Business (entity for LPL business) - Nvestfit, LLC - Investment Related - Lawrenceville, GA 30046 2) 11/2017 - Business Owner - Evolve Autos, LLC - Not Investment Related - Lawrenceville, GA 30046 3) 2/9/2023 - The Building Place, LLC - Not Investment Related - Atlanta, GA - Rep's Business - Start Date - 02/03/2023 - 5 Hours Per Month/0 Hours During Securities Trading 4) 2/9/2023 - 1950 N. Park, LLC - Investment Related - Atlanta, GA 30339 - Real Estate Rental - Start Date - 11/22/2022 - 5 Hours Per Month/0 Hours During Securities Trading 5) 04/09/2026 - Richmond Family Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 03/31/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-11 |
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