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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-28 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 03/2013 | 04/2026 |
| Agia | Houston | TX | 12/2022 | 04/2026 |
| Lpl Financial | Tampa | FL | 04/2026 | Present |
1.04/27/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name FRONTLINE INVESTMENT ADVISORS; Investment Related; at Reported Business Location(s); Start Date 04/27/2026; 160hrs/mth; 160hrs during trading 2.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 WEALTH PARTNERS / 15WEALTH ADVISORS / 15WEALTH / GRADEPOINT FINANCIAL LLC; Investment Related; at Reported Business Location(s); Start Date 04/27/2026; 160hrs/mth; 160hrs during trading 3.08/10/2026; ADVANTAGE INSURANCE NETWORK (AIN), BACK9, CAPITAS, SIGNAL ADVISORS, GRADEPOINT INSURANCE DBA - 15INSURANCE GROUP; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/27/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
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