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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundationwealth | Dalton | GA | 08/2022 | Present |
| Dalton City Schools | Dalton | GA | 08/2019 | 08/2022 |
| Christian Heritage School | Dalton | GA | 08/2015 | 08/2019 |
| Lpl Financial | Dalton | GA | 08/2024 | Present |
1)07/07/2025 - Foundation Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/07/2025 - Notary - State of GA - Inv Rel - Start: 03/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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