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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-04 |
| GA | RA | APPROVED | 2017-12-19 |
Branch Locations
1725 Electric Ave Unit 330 Ofc #9, Watkinsville, GA 30677 • United States
Playa Del Rey, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.R. Crider's Clothing And Apparel | Gainesville | GA | 05/2016 | 05/2017 |
| Lpl Financial Llc | Watkinsville | GA | 08/2017 | Present |
| Oconee State Bank | Watkinsville | GA | 08/2017 | Present |
1) 2017-09-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Oconee State Financial Services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2017-09-05 - hrs/mth - hrs/mth during trading 2) 2024-03-01 - Cory Robinson CPA - Tax Prep/Accounting/CPA - Y - 35 N Main St. Watkinsville GA 30677 - 2023-11-29 - 12hrs/mth - 2hrs/mth during trading 3) 2026-05-14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - White Oak Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-05-13 - 160hrs/mth - 8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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