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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-28 |
Branch Locations
320 E Clayton St. Suite 507, Athens, GA 30601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpc Advisors | Atlanta | GA | 03/2022 | 12/2022 |
| Self-Employed | Buford | GA | 08/2016 | 12/2022 |
| Self-Employed | Buford | GA | 03/2018 | 03/2020 |
| Nationwide Loan Inspections | Braselton | GA | 01/2011 | 03/2018 |
| Raymond James Financial Services, Inc | Athens | GA | 12/2022 | 04/2025 |
| Consolidated Planning Corp | Atlanta | GA | 12/2022 | 04/2025 |
| Conduct Progress Inspections | Braselton | GA | 08/2016 | Present |
| Lpl Financial Llc | Athens | GA | 08/2025 | Present |
| Aln Wealth Management | Athens | GA | 04/2025 | Present |
1. 04/2025 - ALN Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 08/07/2025. 2. 04/2025 - Draw Inspector - Outside/W-2 Employment - Not Investment Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Buford, GA 30519 - OBA Start Date: 12/07/2014. 3. 04/2025 - Natalie King - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Buford GA, 30519 - OBA Start Date: 07/27/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
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