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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| FL | RA | APPROVED | 2026-04-27 |
Branch Locations
1680 Metropolitan Circle, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Management & Consulting | Tallahassee | FL | 08/2012 | Present |
| Kestra Financial Services, Inc. | Tallahasee | FL | 04/2016 | 02/2018 |
| Securities America, Inc. | Tallahassee | FL | 02/2018 | 06/2024 |
| Securities America Advisors | Tallahassee | FL | 02/2018 | 06/2024 |
| Osaic Wealth, Inc. | Tallahassee | FL | 06/2024 | 04/2026 |
| Lpl Financial | Tallahassee | FL | 04/2026 | Present |
1. 04/2026 - Private Wealth Management & Consulting LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/24/2026 2. 04/2026 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/24/2026 3. 04/2026 - Knowles Kennels - Business Owner - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Tallahassee, FL, 32312 - OBA Start Date: 07/01/2022 4. 04/2026 - PWMC INS - Non-Variable Insurance - Inv Related - 20 Hour(s)/Month - 5 Hour(s) During Trading - Tallahassee, FL, 32308 - OBA Start Date: 01/01/2018 5. 04/2026 - PWMC Holdings - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Tallahassee, FL, 32308 - OBA Start Date: 11/24/2021 6. 06/11/2026 - Highland Capital Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/12/2026 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-15 |
| S66 | Uniform Combined State Law Examination | 2000-09-07 |
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