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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-12-09 |
| FL | RA | APPROVED | 2018-02-15 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States
2662 W Torch Lake Dr, The Villages, FL 32163 • United States
Jackson, WY • 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 |
|---|---|---|---|---|
| Fross & Fross Financial | Summerfield | FL | 06/2007 | 02/2018 |
| Sii Investments, Inc. | The Villages | FL | 06/2007 | 02/2018 |
| Lpl Financial Llc | The Villages | FL | 02/2018 | Present |
1. 01/18/2018 - TRF LANDHOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Manager The Villages, FL - start date 2012 - 2 hours per month/5% time spent per month. 2. 6/11/2019 - FROSS FARMS, LLC - Not Investment Related - Home Based - Other-Reps Business - MANAGER - Started 02/15/2018 - 0 Hours Per Month. 3. 11/08/2023 - Fross & Fross Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - start date 06/18/2007 - 40 Hours Per Month/ 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-12 |
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