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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-29 |
Branch Locations
1640 Powers Ferry Rd Bldg 200 Ste 200B, Marietta, GA 30067 • United States
115 Atrium Way Suite 103, Columbia, SC 29223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magellan Planning Group, Inc. | Atlanta | GA | 10/2013 | 07/2021 |
| Voya Financial Advisors | Columbia | SC | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 07/2021 |
| Lpl Financial Llc | Marietta | GA | 07/2021 | Present |
|1)06/17/2021 - Non-Variable Insurance - Independent Agent - Inv Rel - At Reported Business Location(s) - Start: 2006 - 10 Hr/Mth 2) 08/03/2022 - Sammons, Simplicity - Investment Related- At Reported Business Location(s)- Non-Variable Insurance- Start Date- 07/28/2022- 10 Hours Per Month/ 1 Hours During Securities Trading 3) 10/06/2022 - Nationwide. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 10/06/2022 - 3 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-29 |
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