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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED_RES | 2024-05-16 |
Branch Locations
941 W Morse Blvd Suite 100, Winter Park, FL 32789 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
941 West Morse Boulevard Suite 100, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Keena Wealth, Inc. | Winter Park | FL | 06/2012 | Present |
| Lincoln Financial Securities Corporation | Winter Park | FL | 11/2014 | 05/2024 |
| Lpl Financial Llc | Winter Park | FL | 05/2024 | Present |
1) 04/22/2024 - Keena Wealth Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 10 Hours per month. 2) 04/22/2024 - Keena Wealth Inc. - Non-Variable Insurance - Selling: Fixed Annuity, LTC, UL, IUL, GUL - Advisors Excel - Investment related - 10 Hours per month - Start date: 05/17/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-02 |
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