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1250 S. Pine Island Road Suite 225, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-10 |
Branch Locations
1250 S. Pine Island Road Suite 225, Plantation, FL 33324 • 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 |
|---|---|---|---|---|
| Lwm Advisory Services, Llc | Plantation | FL | 04/2016 | 03/2026 |
| Lpl Financial Llc | Plantation | FL | 04/2016 | Present |
1) 5/2/2016: Legacy Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2016 - 2 Hours Per Month During Securities Trading - Life, Health, Disability, Long-term Care, Fixed Annuities. 2) 5/9/2016: Legacy Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2016 - 2 Hours Per Month During Securities Trading - Life, Health, Disability, Long-term Care. 3) 02/28/2017: RH Wealth Planning Services - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading 4) 01/15/2026 - Olea Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 200 hours per month/ during trading 5) 03/26/2026 - Olea Advisory Services LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 200 hours per month/ during trading- I provide investment advisory services through Olea Advisory Services LLC, an independent investment advisor firm. I started this business activity in 01/2026. I expect to spend approximately 200 hours per month on this activity. Please see the Form ADV for the advisory firm 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-23 |
| S66 | Uniform Combined State Law Examination | 2004-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-06 |
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