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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| FL | RA | APPROVED | 2023-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 04/2023 |
| Irving Financial Group Llc | Bradenton | FL | 10/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 04/2023 |
1) 04/2023 - Irving Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - Irving Financial Group - Non-Variable Insurance - Inv. Related - Bradenton, FL - Agent Selling Insurance- Start Date 04/27/2023 - 1hr/month 3) 04/2023 - Irving Financial Group - Real Estate Rental - Inv. Related - 1201 6th Ave. W. STE 500 Bradenton. FL 34205 - Lessee - Start Date 04/27/2023 - 1hr/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
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