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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
2675 Mall Of Georgia Blvd Ste 601, Buford, GA 30519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cory L Robinson Cpa Pc | Tampa | FL | 03/2012 | Present |
| Invest Financial Corporation | Tampa | FL | 12/2013 | 02/2018 |
| Lpl Financial Llc | Buford | GA | 02/2018 | Present |
1. 02/14/2018 - Cory L. Robinson, CPA, P.C. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - OWNER - Start Date 3/16/2012 - 130 Hours Per Month/80 During Securities Trading. 2. 10/24/2018 - White Oak Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/01/2018 - 10 Hours Per Month/1 Hour During Securities Trading. 3. 6/22/2021 - Oconee State Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2021 - 10 Hours Per Month During Securities Trading. 4. 03/25/2022 - AGLS LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 06/30/2021 - 0 Hours Per Month/ 0 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-07 |
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