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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-26 |
| FL | RA | APPROVED | 2024-01-08 |
| NY | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthpoint, Llc | Albany | NY | 03/2011 | Present |
| The Neary Group, Llc | Albany | NY | 06/2012 | Present |
| The Neary Luczak Group | Albany | NY | 08/2012 | 09/2020 |
| Lpl Financial Llc | Albany | NY | 08/2016 | Present |
| Wealthone, Llc (Formerly: Wealthpoint Llc) | Albany | NY | 08/2016 | Present |
1. 7/24/2019 - Neary Group, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/21/2012 - 280 Hours Per Month/8 Hours During Securities Trading. 2. 11/23/2020 - WP Strategic Holding, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/16/2020 - 25 Hours Per Month/0 Hours During Securities Trading. 3. 5/13/2021 - CFP LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/12/2016 - 25 Hours Per Month/2 Hours During Securities Trading - Life, Accident, Health. 4. 8/26/2021 - WealthOne, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WealthOne, LLC, an independent investment advisor firm. I started this business activity in 09/2021. 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. 5. 8/31/2021 - WealthOne, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 03/19/2026 - BAD Albany Realty - Business Entity For Tax/Investment Purposes Only - Investment Related - Albany, NY - Start Date 03/24/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-03 |
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