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Current Employers
755 Financial

330 Creekstone Ridge, Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-13
  • GA RA
    APPROVED
    Since 2026-07-13

Branch Locations

330 Creekstone Ridge, Woodstock, GA 30188 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-23
  • GA RA
    APPROVED
    Since 2023-10-23

Branch Locations

330 Creekstone Ridge, Woodstock, GA 30188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2017 → 10/2023
    St Louis, MO
  • 05/2017 → 11/2017
    Safe Federal Credit Union
    Columbia, SC
  • 11/2014 → 11/2016
    Presbyterian College
    Clinton, SC
  • 05/2016 → 04/2017
    Founders Federal Credit Union
    Clinton, SC
  • 10/2023 → 07/2026
    Woodstock, GA
  • 07/2026 → Present
    755 Wealth Management Llc, Dba: 755 Financial
    Woodstock, GA
Previous Registrations
  • 2018-01-31 → 2023-10-27
    Woodstock, GA
    Columbia, SC
    St Louis, MO
    Maryland Heights, MO
    Woodstock, GA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-29
  • S66 Uniform Combined State Law Examination
    2018-01-29

View on SEC IAPD

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