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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| FL | RA | APPROVED | 2024-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tampa | FL | 11/2024 | Present |
| Valic Financial Advisors, Inc. | Tampa | FL | 05/2009 | 11/2024 |
1 - 10/2024 - Front Line Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 11/20/2024 - Gradepoint Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2024 - 1 Hour Per Month/ During Trading 3) 03/10/2025 - Flapjack Social - Not Investment Related - Other - Member/Owner of Pickleball Social Club - atlanta, GL - Start Date:03/01/2025 - 0 Hrs/Mth - 1 Hrs During Trading. 4) 04/07/2025 - Back9, Capitas, Gradepoint Insurance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 03/26/2025 - Non-Variable Insurance - 20 Hrs/Mth - 20 Hrs During Trading. 5) 05/09/2025 - WealthFusion, Inc. - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Mundelein, Illinois - Start Date:05/05/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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