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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-22 |
| FL | RA | APPROVED | 2020-02-19 |
Branch Locations
921 Town Center Dr Ste 900, Orange City, FL 32763 • United States
Orange City, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 04/2006 | 10/2016 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 02/2020 |
| Lpl Financial Llc | Orange City | FL | 02/2020 | Present |
1)02/07/2020 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2020 2)02/07/2020 - CCFV Realty - Real Estate Rental - inv rel - Newburgh NY = start: 01/1990
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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