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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-08-04
  • GA RA
    APPROVED
    Since 2014-08-04

Branch Locations

3250 Riverwood Parkway, Atlanta, GA 30339 • United States

315 Hwy 74, North, Peachtree City, GA 30269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta Community Credit Union Atlanta GA 12/2008 Present
Lpl Financial Llc Atlanta GA 08/2014 Present
  • 12/2008 → Present
    Delta Community Credit Union
    Atlanta, GA
  • 08/2014 → Present
    Atlanta, GA
Previous Registrations
  • 2008-04-24 → 2014-08-04
    Cuna Brokerage Services, Inc.
    Marietta, GA
    Marietta, GA
    Johns Creek, GA
    Sandy Springs, GA
    Marietta, GA
    Johns Creek, GA
    Marietta, GA
    Peachtree City, GA
    Atlanta, GA
    Atlanta, GA
    Peachtree City, GA
  • 2008-01-08 → 2008-03-31
    Resource Horizons Investment Advisory, Inc.
    Atlanta, GA
  • 2006-08-01 → 2007-12-31
    Resource Horizons Group Llc
    Marietta, GA
    Marietta, GA
    Atlanta, GA
Other Businesses

1. 7/31/14-DELTA COMMUNITY RETIREMENT & INVESTMENT SERVICES/DBA ONLY/100%/ATLANTA, GA 2. 7/31/14-DELTA COMMUNITY CREDIT UNION/DIRECTOR, RETIREMENT AND INVESTMENT SERVICES/15%/ATLANTA,GA 3. 7/31/14-DELTA COMMUNITY CREDIT UNION- ASH BROKERAGE/NON-VARIABLE INSURANCE/5%/ATLANTA,GA 4. 7/31/14-MEMBERS TRUST COMPANY TRUST LIAISON OFFICE/DIRECTOR, RETIREMENT AND INVESTMENT SERVICES/15%/ATLANTA,GA. 5. 7/20/2020 - Delta Community Retirement and Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/12/2019 - 160 Hours Per Month During Securities Trading. 6. 3/13/2023 - Cecelia's Vintage Home Decor - Not Investment Related - Home Based - Other - Vintage Home Decor Reseller - Co-owner - Start Date - 03/06/2023 - 25 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-18
  • S66 Uniform Combined State Law Examination
    2006-07-18
Designations
Other Names
  • Julie Renee Robison

View on SEC IAPD

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