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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
| WI | RA | APPROVED | 2023-01-17 |
Branch Locations
5324 Reimers Rd, Spicewood, TX 78669 • United States
2802 Flintrock Trace, Ste B103, Austin, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 10/2019 |
| Momentum Advanced Planning | Philadelphia | PA | 08/2019 | 10/2022 |
| Spearhead Capital, Llc | Jenkintown | PA | 01/2021 | 04/2022 |
| Self-Employed | Waupaca | WI | 10/2022 | Present |
| Lpl Financial Llc | Waupaca | WI | 01/2023 | Present |
1) 1/2023- Spring Line Wealth Partners, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Waupaca, WI 2) 1/2023- Alexander Groth- Non-Variable Insurance- Agent selling Life, Health, Disability, Fixed annuities, LTC- inv. related- Waupaca, WI- start date 12/1/2022 3) 1/2023- Tribe Financial, LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- Waupaca, WI- start date 3/25/2022- 0hrs 4) 04/22/2025 - Spring Line Wealth Planners, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At reported business locations - Start Date:04/15/2025 - 1Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
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