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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
1270 Orange Ave, Ste A, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 10/2007 | 03/2024 |
| Bankf Of America, N.A. | Winter Park | FL | 12/2009 | 03/2024 |
| Bank Of America, N.A. | Winter Park | FL | 07/2011 | 03/2024 |
| Lpl Financial | Winter Park | FL | 03/2024 | Present |
1) 03/2024 - Grafton Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 140 Hrs per month; 7 Hrs During Trading / 95% Time Spent 2) 08/06/2024 - DWS Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/21/2024 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-10 |
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