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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
19230 Stone Oak Parkway, Suite 315, San Antonio, TX 78258 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
211 N Loop 1604 E, Suite 165, San Antonio, TX 78232 • 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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 08/2013 | 05/2023 |
| Spc | Ann Arbor | MI | 08/2013 | 05/2023 |
| Lpl Financial Llc | San Antonio | TX | 05/2023 | Present |
1. 05/18/2023 - Client Centric Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/26/2023 - Eric Zeitler Investments LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 9/1/2008 - 150 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% 3. 06/26/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 6/6/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading - Time Spent 3%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
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