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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
291 N Archer Ave, Mundelein, IL 60060 • United States
16870 West Bernardo Dr Ste 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orange | CA | 10/2012 | 03/2025 |
| Agia | Houston | TX | 12/2022 | 03/2025 |
| Llp Financial, Llc | San Diego | CA | 04/2025 | Present |
1) 04/30/2025 - Real Estate Rental - Co-owner - Inv. Related - San Diego CA 92128 , Poway, CA 92064 - Start date 11/17/2017 - 1 Hrs per month - 1 % Time Spent 2) 06/30/2026 - GradePoint Insurance Group LLC - DBA 15 Insurance Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/15/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 3) 06/30/2026 - 15 Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 08/15/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-16 |
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