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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
24 Greenway Plaza, Ste 1800-O, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Houston | TX | 08/2011 | 08/2025 |
| Agia | Houston | TX | 12/2022 | 08/2025 |
| Lpl Financial Llc | Mundelein | IL | 08/2025 | Present |
1- 08/15/2025 / Gradepoint Financial LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START 08/15/2025 2- 07/13/2026 - 15 Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/15/2025 - 40 hours per month/ during trading 3- 07/13/2026 - Back9,Capitas,Gradepoint Insurance-DBA 15 Insurance Group, Signal Advisors, AIN - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/15/2025 - 10 hours per month/ during trading 4- 07/20/2026 - Gardiner Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/13/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-01 |
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