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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-28 |
Branch Locations
Brookhaven, GA • United States
900 Ashwood Parkway Ste 330, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Atlanta | GA | 06/2022 | Present |
| Birmingham-Southern College | Birmingham | AL | 08/2018 | 05/2023 |
| Auburn University - Harbert College Of Business | Auburn | AL | 08/2023 | 12/2024 |
| Georgia's Own Credit Union | Atlanta | GA | 07/2021 | 08/2021 |
| Credit Union Loan Source | Atlanta | GA | 02/2023 | 05/2023 |
| Credit Union Loan Source | Atlanta | GA | 08/2022 | 12/2022 |
| St. Pius X Catholic High School | Atlanta | GA | 01/2015 | 05/2018 |
| Martenson Hasbrouck & Simon Llp | Atlanta | GA | 05/2019 | 08/2019 |
1- 02/2025 / Peachtree Wealth Strategies, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-25 |
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