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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-06-14 |
| TX | RA | APPROVED | 2015-11-25 |
| IL | RA | APPROVED | 2010-03-29 |
Branch Locations
45 S Park Blvd Ste 205, Glen Ellyn, IL 60137-6286 • United States
Wheaton, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Glen Ellyn | IL | 03/2010 | Present |
1. 03/29/10 - DBA STRATEGIC WEALTH GROUP. 2. 03/02/2017 - Agva Realty, LLC - Investment Related - Wheaton, IL - Real Estate Rental - Started 12/06/2016 - 2 Hours Per Month/0 Hours During Securities Trading - Two Rental Properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-29 |
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