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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-10-27 |
Branch Locations
820 S University Blvd Bldg 4 Suite A, Mobile, AL 36609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/2014 | 10/2019 |
| Infinite Asset Management | Alpharetta | GA | 12/2014 | 10/2019 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 10/2019 | 10/2023 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 10/2019 | 10/2023 |
| Lpl Financial Llc | Mobile | AL | 10/2023 | Present |
1) 08/2023 - GANDY FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 175hrs/month - 80% time spent 2) 08/2023 - SUNSHINE PARKING LLC - Business Owner - Non-inv. Related - Atlanta, GA - Owner - Start Date 9/15/2020 - 5hrs/month - 1% time spent 3) 08/2023 - PARTNERSHIP BRANDS LLC - Business Owner - Non-inv. Related - Atlanta, GA - Owner - Start Date 2/15/2015 - 0hrs/month - 0% time spent 4) 08/2023 - EXECUTIVE SPORTS INTERNATIONAL - Business Owner - Non-inv. Related - Atlanta, GA - Owner - Start Date 4/1/2015 - 5hrs/month - 1% time spent 5) 08/19/2024 - GEHRET ADVISORS, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/25/2023 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-14 |
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