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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| VA | RA | APPROVED | 2024-01-16 |
Branch Locations
8260 Greensboro Dr Ste 250, Tysons, VA 22102 • United States
1545 Crossways Blvd Ste 250, Chesapeake, VA 23320 • United States
100 West Rd Ste 300, Towson, MD 21204 • United States
4870 Sadler Rd Ste 300, Glen Allen, VA 23060 • United States
143 Dahlgren Rd, King George, VA 22485 • United States
1451 Rockville Pike, Rockville, MD 20852 • United States
11815 Fountain Way Ste 300, Newport News, VA 23606 • United States
5100 Buckeystown Pike Ste 250, Frederick, MD 21704 • United States
Fredericksburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Funds Distributor, Inc. | Boston | MA | 04/1999 | 01/2017 |
| Pioneer Institutional Asset Management, Inc. | Boston | MA | 04/2006 | 01/2017 |
| Unemployed | Downington | PA | 01/2017 | 05/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2017 | 06/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2017 | 05/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2017 | 05/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2017 | 05/2022 |
| Lpl Financial Llc | Blacksburg | VA | 05/2022 | Present |
1- 5/2022- Apeiron Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start Date 4/5/2022 - 160 hours per month/ 8 hours during trading 2- 06/10/2022 - Apeiron Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR -Advisor - Start Date 4/5/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading 3- 06/10/2022 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR -Advisor - Start Date 4/5/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 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 firm is separate from and independent of LPL Financial. 4- 11/29/2023 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 160 Hours Per Month/ During Trading 5- 10/14/2024 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2024 - 160 Hours Per Month/ During Trading 6- 04/28/2026 - YTS Wealth Holdings, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-11 |
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