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3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED | 2023-01-09 |
| GA | RA | APPROVED | 2022-07-06 |
Branch Locations
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lloyd Group, Inc. | Suwanee | GA | 04/2019 | Present |
| Lloyd Advisory Services, Llc | Suwanee | GA | 06/2022 | Present |
| Georgia State University | Atlanta | GA | 08/2014 | 05/2018 |
| Unemployed | Buford | GA | 05/2018 | 03/2019 |
THE LLOYD GROUP, INC. - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - INSURANCE AGENCY - CLIENT DESIGN SPECIALIST - START DATE: 04/01/2019 - 80 HOURS/MONTH - 80 HOURS/MONTH DURING SECURITIES TRADING HOURS - DUTIES INVOLVE CASE DESIGN, CASE PREP AND CLIENT SERVICES TRIPLE L MARKETING - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - RECEIVE PAYMENT THROUGH THIS ENTITY FOR SERVICES PROVIDED TO THE LLOYD GROUP AND LLOYD ADVISORY SERVICES - START DATE: 04/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-13 |
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