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Cory Lane Robinson

LPl Financial LLC

Buford, GA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-02-14
  • GA RA
    APPROVED
    Since 2018-02-14

Branch Locations

2675 Mall Of Georgia Blvd Ste 601, Buford, GA 30519 • 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
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
  • 03/2012 → Present
    Cory L Robinson Cpa Pc
    Tampa, FL
  • 12/2013 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Buford, GA
Previous Registrations
  • 2014-10-27 → 2018-02-14
    Invest Financial Corporation
    Duluth, GA
    Dacula, GA
    Appleton, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-07
  • S66 Uniform Combined State Law Examination
    2014-10-07

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