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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hickory Flat Elementary | Canton | GA | 11/2020 | 05/2021 |
| Cheese Burger Bobby's | Canton | GA | 05/2017 | 10/2020 |
| Reynolds Plantation, Great Waters | Eatonton | GA | 12/2022 | 05/2023 |
| Lpl Financial Llc | Woodstock | GA | 03/2024 | Present |
| Sequoyah High School | Canton | GA | 08/2017 | 06/2021 |
| Dean Rusk Middle School | Canton | GA | 08/2014 | 06/2017 |
| Unemployed | Canton | GA | 06/2023 | 03/2024 |
| Unemployed | Canton | GA | 06/2021 | 12/2022 |
1) 03/2024 - Wallace Financial Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 10/30/2025-King's Academy- Other - Coaching- Not INV Related- At Woodstock, GA- Start date 10/23/2025- 12 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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