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240 South River Avenue, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-25 |
Branch Locations
138 East Water Street, Clarkesville, GA 30523 • United States
505 Corporate Center Drive Ste 110, Stockbridge, GA 30281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Stockbridge | GA | 03/2014 | 02/2017 |
| Securities America Inc. | Stockbridge | GA | 02/2017 | 01/2021 |
| Securities America Advisors | Stockbridge | GA | 02/2017 | 01/2021 |
| Lvz, Inc. | Holland | MI | 01/2021 | Present |
**T. L. Phillips Financial Group Inc. Position: DBA; Nature: Doing Business As ("DBA")Investment Related: Yes; Start Date: 03/01/2016; Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 136 ; Non-Trading hours per month: 10 ; Description: Owner of DBA **Phillips Financial Planning, Inc. Position: Owner; Nature: Doing Business As ("DBA")Investment Related: Yes; Start Date: 01/01/2021; Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 136 ; Non-Trading hours per month:10 Description: Owner of DBA **CLARKESVILLE PLANNING COMISSION POSITION: Board Member; NATURE: Planning Commission for the city of Clarkesville GA; Investment Related: No; Trading hours per month: 0; Non-Trading hours per month: 1; ADDRESS: Clarkesville GA; DESCRIPTION: Zoning board makes recommendations to the city council on zoning decision based on zoning ordinances **ZLA, LLC Position: Owner; Nature: Property ownership & leasing; Investment Related: No; Start Date: 11/27/2023 Address: 138 E Water Street, Clarkesville GA 30523; Trading hours per month: 0; Non-Trading hours per month: 1; Description: Owner of building
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-16 |
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