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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
Branch Locations
1870 Aloma Avenue Suite 120, 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 |
|---|---|---|---|---|
| Geise Financial | Maitland | FL | 07/2012 | Present |
| Voya Financial Advisors, Inc. | Orlando | FL | 03/2016 | 12/2021 |
| Lp Financial Llc | Winter Park | FL | 01/2022 | Present |
1)12/22/2021 - Geise Financial, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 160 Hr/Mth 2)12/22/2021 - Geise Financial, LLC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 03/2016 - 3 Hr/Mth 3) 10/10/2023 - No Business Name - Rep's Business - Invention patent holder - Not Investment Related - Home Based - Start Date 08/25/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-23 |
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