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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
Branch Locations
11 James Street, Ste D, Mt Ephraim, NJ 08059 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Mt Laurel | NJ | 09/2012 | 11/2025 |
| Agia | Houston | TX | 12/2022 | 11/2025 |
| Lpl Financial | Mt. Emphraim | NJ | 11/2025 | Present |
1.11/03/2025; Robert Philpott; Business Owner; Not Investment Related; ; Start Date 05/01/2021; 1hrs/mth; 1hrs during trading 2.11/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Philpott Wealth Planning; Investment Related; at Reported Business Location(s); Start Date 11/03/2025; 160hrs/mth; 8hrs during trading 3.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 11/03/2025; 160hrs/mth; 8hrs during trading 4.08/10/2026; Advantage Insurance Network (AIN), Back 9, Capitas, Signal Advisors, Gradepoint Insurance DBA - 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/26/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
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