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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-28
  • GA RA
    APPROVED
    Since 2026-07-28

Branch Locations

Brookhaven, GA • United States

900 Ashwood Parkway Ste 330, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2022 → Present
    Lpl Financial
    Atlanta, GA
  • 08/2018 → 05/2023
    Birmingham-Southern College
    Birmingham, AL
  • 08/2023 → 12/2024
    Auburn University - Harbert College Of Business
    Auburn, AL
  • 07/2021 → 08/2021
    Georgia's Own Credit Union
    Atlanta, GA
  • 02/2023 → 05/2023
    Credit Union Loan Source
    Atlanta, GA
  • 08/2022 → 12/2022
    Credit Union Loan Source
    Atlanta, GA
  • 01/2015 → 05/2018
    St. Pius X Catholic High School
    Atlanta, GA
  • 05/2019 → 08/2019
    Martenson Hasbrouck & Simon Llp
    Atlanta, GA
Other Businesses

1- 02/2025 / Peachtree Wealth Strategies, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-25
  • S66 Uniform Combined State Law Examination
    2026-07-25

View on SEC IAPD

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