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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newport Beach | CA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 10/2018 |
| Wells Fargo Advisors | Naples | FL | 11/2016 | 09/2018 |
| Naples Wealth Planning | Naples | FL | 10/2018 | 10/2020 |
| World Equity Group, Inc. | Arlington Heights | IL | 08/2020 | 10/2020 |
| Laidlaw Wealth Management Llc Dba Naples Wealth Planning | Naples | FL | 10/2020 | 07/2023 |
| Laidlaw & Company (Uk) Ltd. | Naples | FL | 10/2020 | 08/2023 |
| Imprint Wealth Llc Dba Naples Wealth Planning | Naples | FL | 07/2023 | 06/2024 |
| American Global Wealth Management, Inc. | Mcdonough | GA | 08/2023 | 06/2024 |
| Lpl Financial Llc | Naples | FL | 06/2024 | Present |
1) 05/29/2024 - Trilith Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 05/29/2024 - McVey LLC - Business Entity For Tax/Investment Purposes Only - Naples FL - Non investment related - 160 Hours per month - Start date: 05/15/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-08 |
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