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330 Creekstone Ridge, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-13 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 10/2023 |
| Safe Federal Credit Union | Columbia | SC | 05/2017 | 11/2017 |
| Presbyterian College | Clinton | SC | 11/2014 | 11/2016 |
| Founders Federal Credit Union | Clinton | SC | 05/2016 | 04/2017 |
| Lpl Financial Llc | Woodstock | GA | 10/2023 | 07/2026 |
| 755 Wealth Management Llc, Dba: 755 Financial | Woodstock | GA | 07/2026 | Present |
1) 10/11/2023 - 755 Financial - Insurance Agency - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - GA 30188 - Investment related - 10 Hours per month - Start date: 10/20/2023. 2) 10ancial - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - GA 30188 - Investment related - 10 Hours per month - Start date: 10/20/2023. 3) 02/28/2024 - 755 Financial LLC - Mortgage/Real Estate Services - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 5 Hours Per Month/ 0 Hours During Trading 4) 12/02/2024 - 755 Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 0 hours per month/ during trading 5) 01/28/2026 - 755 Financial LLC - Tax Prep/Accounting/CPA - CEO - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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