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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 02/2024 | 06/2024 |
| Travel + Leisure Co. | Orlando | FL | 11/2006 | 09/2021 |
| Full-Time Education | Boston | MA | 12/2021 | 11/2023 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 06/2024 | 07/2024 |
| First Command Advisory Services, Inc | Fort Worth | TX | 06/2024 | 07/2024 |
| First Command Insurance Services, Inc | Fort Worth | TX | 06/2024 | 07/2024 |
| The Lifewealth Group | Winter Garden | FL | 08/2024 | 07/2026 |
| Madison Avenue Securities | San Diego | CA | 08/2024 | 07/2026 |
| Ae Wealth Management | Topeka | KS | 08/2024 | 05/2025 |
| Lifewealth Investments Llc | Winter Garden | FL | 11/2024 | 07/2026 |
| Lpl Financial | Oakland | FL | 07/2026 | Present |
1. 07/2026 - LaPorte Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/22/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-08 |
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