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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presbyterian College | Clinton | SC | 08/2016 | 05/2020 |
| Cracker Barrel | Piedmont | SC | 05/2019 | 01/2020 |
| Rebuen's | Piedmont | SC | 10/2020 | 08/2021 |
| Clemson University | Clemson | SC | 05/2020 | 05/2022 |
| Unemployed | Easley | SC | 05/2022 | 10/2022 |
| Ruth's Chris Steakhouse | Greenville | SC | 10/2022 | 02/2023 |
| Unemployed | Easley | SC | 02/2023 | 03/2023 |
| Milliken & Co. | Marietta | SC | 03/2023 | 03/2024 |
| 755 Financial Llc | Woodstock | GA | 03/2024 | Present |
| Lpl Financial | Woodstock | GA | 09/2024 | 07/2026 |
| 755 Wealth Management Llc, Dba: 755 Financial | Woodstock | GA | 07/2026 | Present |
1 - 08/2024 - 755 Mortgage - Morgage/Real Estate Services - Inv Related - 16 Hours/Month - 0.8 Hours During Trading - GA 30188 - OBA Start Date: 04/08/2024. 2 - 08/2024 - 755 Financial - Non-Variable Insurance - Inv Related - 10 Hours/Month - 0.5 Hours During Trading - GA 31088 - OBA Start Date: 10/14/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
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