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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
4468 Columbia Rd, Augusta, GA 30907 • United States
717 N Liberty St, Waynesboro, GA 30830 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 12/2010 | Present |
| Lpl Financial Llc | Waynesboro | GA | 02/2018 | Present |
1. 02/14/2018 - Hazelcreek Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 4/28/17 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 02/14/2018 - HAZEL CREEK INVESTMENT PROPERTIES LLC - Not Investment Related - 229 Stonington Dr, Augusta, GA 30907 - Real Estate Rental - Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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