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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-27 |
Branch Locations
1077 Baxter Street Suite 600, Athens, GA 30606 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lloyd Advisory Services, Llc | Suwanee | GA | 09/2016 | 10/2025 |
| The Lloyd Group, Inc. | Suwanee | GA | 08/2015 | 10/2025 |
| Highland Trust Partners | Athens | GA | 10/2025 | Present |
| Ifg Advisory, Llc | Athens | GA | 10/2025 | Present |
| Lpl Financial Llc | Athens | GA | 01/2026 | Present |
1) 12/19/2025 - Highland Trust Partners, LLC / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 161 Total Hours per month - 160 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-08 |
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