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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-02 |
Branch Locations
775 Spartan Blvd Ste 105, Spartanburg, SC 29301-1370 • United States
775 Spartan Boulevard Suite 105, Spartanburg, SC 29301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-03-01 |
| NC | RA | APPROVED | 2018-01-22 |
| SC | RA | APPROVED | 2018-01-19 |
Branch Locations
775 Spartan Boulevard Suite 105, Spartanburg, SC 29301 • 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 |
|---|---|---|---|---|
| Stravolo Wealth Management, Llc | Spartanburg | SC | 01/2009 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | Present |
| Lpl Financial Llc | Spartanburg | SC | 05/2023 | Present |
1) 04/28/2023 - S & S Properties - Real Estate Rental - Co-owner - Myrtle Beach, SC - Investment related - 1 Hour per month - Start date: 05/01/2023. 2) 04/28/2023 - Stravolo Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 175 Hours per month. 3) 04/28/2023 - Stephen J Stravolo - Non-Variable Insurance - Selling: Term, LTC and Whole Life through AdvisorNet Insurance - At Reported Business Location(s) - Investment related - 1 Hour per month - Start date: 05/01/2023 4) 03/03/2026 - Stravolo Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date 01/01/2009 - 5 Hours Per Month/ During Trading - I provide financial planning and consulting services through Stravolo Wealth Management, LLC an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-27 |
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