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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-11 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
Bessemer, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Conyers | GA | 12/2024 | 08/2025 |
| Primerica Financial Services | Conyers | GA | 09/2024 | 08/2025 |
| H2Ols Wealth Management Solutions Llc | Birmingham | AL | 06/2023 | 06/2024 |
| Kelly Services | Birmingham | AL | 08/2022 | 06/2023 |
| University Of Texas At Tyler | Tyler | TX | 08/2019 | 06/2022 |
| University Of Montevallo | Montevallo | AL | 08/2016 | 06/2019 |
| Mml Investor Services Llc | Birmingham | AL | 07/2023 | 06/2024 |
| Lpl Enterprise Llc | Atlanta | GA | 09/2025 | Present |
| Mcadory Highschool | Mc Calla | AL | 08/2025 | Present |
1. 09/03/2025 - Mcadory Highschool - Teacher Paid by School or University - Mc Calla, AL - NOT INV REL - Start Date 08/13/2025 - 200hrs/mth | 200hrs during trading 2. 09/03/2025 - MICAH FULLER N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Bessemer, AL - INV REL - Start Date 09/02/2025 -160hrs/mth | 160hrs during trading 3. 09/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Bessemer, AL - INV REL - Start Date 09/02/2025 -160hrs/mth | 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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