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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-02 |
| CT | RA | APPROVED | 2023-02-01 |
Branch Locations
225 Oakland Road, Suite 101, South Windsor, CT 06074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Long View Wealth Management, Llc | Vernon | CT | 06/2016 | Present |
| National Planning Corporation | Vernon Rockville | CT | 08/2017 | 10/2017 |
| Securities America, Inc. | Vernon Rockville | CT | 10/2017 | 02/2023 |
| Securities America Advisors | Vernon Rockville | CT | 01/2018 | 02/2023 |
| Liong View Wealth Management | Vernon | CT | 01/2018 | 02/2023 |
| Lpl Financial | Vernon | CT | 02/2023 | Present |
1- 02/01/2023 - LONG VIEW WEALTH MANAGEMENT. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2023 - 120 Hours Per Month/ 6 Hours During Trading. 2)02/01/2023 - Long View Wealth Management, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 6 Hours Per Month/ 1.5 Hours During Trading. 3- 08/06/2024 - APKH, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 03/15/2024 - 1 Hour Per Month/ During Trading 4) 10/08/2025 - Real Estate Rental - Investment Related - Vero Beach, FL - Start Date:09/30/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-10 |
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