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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-01 |
| NH | RA | APPROVED | 2026-03-31 |
Branch Locations
104 N State St, Concord, NH 03301 • United States
57 School Rd 2Nd Floor, Concord, NH 03301 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Longs, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Concord | NH | 07/1988 | 11/2018 |
| Osaic Wealth, Inc. | Concord | NH | 11/2018 | 03/2026 |
| Lpl Financial | Concord | NH | 03/2026 | Present |
1. 03/2026 - Capital Advisory Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/31/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-14 |
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