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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-11-11 |
| TX | RA | APPROVED | 2024-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp,Inc | Miami Lakes | FL | 10/2000 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 08/2011 | 07/2020 |
| Securities America, Inc. | Cleveland | MS | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Cleveland | MS | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Cleveland | MS | 06/2024 | 11/2024 |
| Lpl Financial Llc | Cleveland | MS | 11/2024 | Present |
1 - 10/2024 - JWalton Otts Investment Firm LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 40 Hours/Month - 10 Hours During Trading - MS 38732 - OBA Start Date: 03/01/2021. 2 - 10/2024 - James W Otts Jr and Glenda T Otts - Real Estate Rental - Inv Related - MS 38773 - OBA Start Date: 06/01/1993. 3 - 10/2024 - James W Otts Jr - Real Estate Rental - Inv Related - MS 38732 - OBA Start Date: 6/01/2022. 4 - 10/2024 - BBP Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 5) 02/13/2025 - Double OO Investments, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:01/31/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-24 |
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