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Alexandra Landis Schwarz

LPl Financial LLC

Atlanta, GA

Knoxville, TN

Atlanta, GA

CRD 7748557

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-21
  • GA RA
    APPROVED
    Since 2025-08-21

Branch Locations

2970 Peachtree Rd Nw Ste 100 Nw2Fl, Atlanta, GA 30305 • United States

4315 Kingston Pike Ste 302, Knoxville, TN 37919 • United States

Atlanta, GA • 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
The Assisi Foundation Of Memphis Memphis TN 06/2017 08/2017
St. Louis University Madrid 09/2015 05/2019
Wedge Global Madrid 08/2018 06/2019
Unemployed Memphis TN 06/2019 09/2020
Shelby County Government Memphis TN 09/2020 06/2021
Housecall Family Medicine Memphis TN 04/2021 07/2021
Aramark Mesa Verde National Park CO 07/2021 10/2022
Vera Content Remote 05/2021 03/2022
The Tap House Chattanooga TN 10/2022 01/2023
First Horizon Advisors Atlanta GA 01/2023 Present
Lpl Financial Llc Atlanta GA 08/2025 Present
  • 06/2017 → 08/2017
    The Assisi Foundation Of Memphis
    Memphis, TN
  • 09/2015 → 05/2019
    St. Louis University
    Madrid
  • 08/2018 → 06/2019
    Wedge Global
    Madrid
  • 06/2019 → 09/2020
    Unemployed
    Memphis, TN
  • 09/2020 → 06/2021
    Shelby County Government
    Memphis, TN
  • 04/2021 → 07/2021
    Housecall Family Medicine
    Memphis, TN
  • 07/2021 → 10/2022
    Aramark
    Mesa Verde National Park, CO
  • 05/2021 → 03/2022
    Vera Content
    Remote
  • 10/2022 → 01/2023
    The Tap House
    Chattanooga, TN
  • 01/2023 → Present
    First Horizon Advisors
    Atlanta, GA
  • 08/2025 → Present
    Atlanta, GA
Previous Registrations
  • 2023-08-25 → 2025-08-21
    First Horizon Advisors, Inc.
    Atlanta, GA
    Atlanta, GA
    Knoxville, TN
    Atlanta, GA
Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-23
  • S66 Uniform Combined State Law Examination
    2023-08-23

View on SEC IAPD

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