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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distrubitors Llc | Nashville | TN | 01/2017 | 10/2021 |
| Whiskey Bent | Athens | GA | 07/2013 | 12/2016 |
| Lpl Financial Llc | Martinez | GA | 12/2021 | Present |
1) 2021-12-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - South State Investment Services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-11-23 - hrs/mth - hrs/mth during trading 2) 2026-05-07 - Ben Bissell - Real Estate Rental - Y - Augusta GA - 2026-04-27 - 216hrs/mth - 34hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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