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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-12-07 |
Branch Locations
1870 Aloma Avenue Suite 120, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Winter Park | FL | 09/2014 | 12/2021 |
| Pillar Wealth Management | Orlando | FL | 10/2014 | Present |
| Lpl Financial Llc | Winter Park | FL | 12/2021 | Present |
1) 12/2021- Pillar Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Orlando, FL- start date 10/2014 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-27 |
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