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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-12 |
Branch Locations
1131 Mack Bayou Rd Ste D, Santa Rosa Beach, FL 32459 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2016 | 02/2018 |
| Lpl Financial Llc | Albany | GA | 02/2018 | 09/2020 |
| William Sadler Life And Health Insurance | Santa Rosa Beach | FL | 10/2020 | 12/2025 |
| Lpl Financial Llc | Santa Rosa Beach | FL | 10/2021 | Present |
1) 2021-11-10 - MelaLeuca - Other - N - at reported business location(s) - 2021-11-10 - hrs/mth - hrs/mth during trading 2) 2021-11-10 - "Connect more, lead more"- William Sadler - Book - N - at reported business location(s) - 2021-10-28 - hrs/mth - hrs/mth during trading 3) 2021-11-10 - Leadership training business - Business Owner - N - at reported business location(s) - 2021-10-28 - hrs/mth - hrs/mth during trading 4) 2025-09-05 - Bil Sadler, CPA - Tax Prep/Accounting/CPA - Y - 1131 Mack Bayou Rd, Ste F, Santa Rosa Beach, FL 32459 - 2025-07-31 - 5hrs/mth - 4hrs/mth during trading 5) 2026-03-10 - Sadler Leather, LLC - Business Owner - N - at reported business location(s) - 2026-03-09 - 5hrs/mth - 0hrs/mth during trading 6) 2026-05-14 - William G Sadler - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-13 - 3hrs/mth - 3hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-04 |
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