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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| GA | RA | APPROVED | 2024-02-05 |
Branch Locations
1100 Hammond Dr Ste 100, Sandy Springs, GA 30328 • United States
1025 Virginia Avenue, Atlanta, GA 30354 • United States
11575 Haynes Bridge Road, Alpharetta, GA 30009 • United States
3250 Riverwood Parkway, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Atlanta | GA | 10/2015 | 01/2019 |
| Emory University Osher Lifelong Learning Institute | Atlanta | GA | 03/2018 | 07/2022 |
| Lpl Financial Llc | Atlanta | GA | 04/2019 | 07/2022 |
| Delta Community Credit Union | Atlanta | GA | 04/2019 | 07/2022 |
| Delta Community Credit Union | Atlanta | GA | 02/2024 | Present |
| Lpl Financial | Atlanta | GA | 02/2024 | Present |
| Lplfinancial | Atlanta | GA | 07/2022 | 12/2023 |
1) 01/29/2024 - Delta Community Retirement and Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/29/2024 - Members Trust Company - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 10 Hr/Mth 3) 01/29/2024 - ASH Brokerage - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 10 Hr/Mth 4) 11/12/2025 - Real Estate Rental - Investment Related - Montenegro - Start Date 11/20/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-27 |
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