William Littlejohn Mckenzie

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-05-06

GA RA
APPROVED

Since 2024-05-06

Branch Locations

10 Airport Plz Ste 102, Saint Simons Island, GA 31522 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

10 Airport Plaza #102, Saint Simons Island, GA 31522 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	02/2014	05/2024
Lpl Financial	Saint Simons Island	GA	05/2024	Present

02/2014 → 05/2024

Edward Jones

St Louis, MO
05/2024 → Present

Lpl Financial

Saint Simons Island, GA

Previous Registrations

2014-05-16 → 2024-05-07

Edward Jones

Maryland Heights, MO

Maryland Heights, MO

St Simons Island, GA

Other Businesses

1- 05/01/2024 - Sapelo Investments -Commercial Rental Property - Real Estate Rental - Investment Related - Island, GA - start 01/01/2023 -0 Hrs/Mth - 0 Hrs During Trading. 2-05/01/2024 - Sapelo Partners -Rental Property - Real Estate Rental - Non Investment Related - Start Date:04/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 3-05/01/2024 - McKenzie Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:05/01/2024 - 40 hrs mnth / 8 hrs during trading 4) 07/10/2025 - Oatland Investments, LLC - Not Investment Related - other- business owner - Atlanta, GA - Start Date:06/30/2025 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-15

S66 Uniform Combined State Law Examination

2014-05-15

Other Names

William Mckenzie

View on SEC IAPD