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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
24 Greenway Plaza, Ste 1800-O, Houston, TX 77046 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 07/2003 | 05/2024 |
| Agia | Houston | TX | 12/2022 | 05/2024 |
| Lpl Financial Llc | Mundelein | IL | 05/2024 | Present |
1) 04/08/2025 - Lifetime Legacy Wealth Solutions, - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/07/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 2) 09/03/2025 - LL Wealth Solutions - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 07/13/2026 - Back9, Capitas, Gradepoint Insurance - DBA 15 Insurance Group, Signal Advisors, AIN - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:08/01/2024 -5 Hrs/Mth - 5 Hrs During Trading. 4) 07/13/2026 - 15 Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:09/13/2024 - 1 hour per month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-13 |
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