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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-17 |
Branch Locations
411 Saint Petersburg Dr E Ste 3, Oldsmar, FL 34677 • 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 |
|---|---|---|---|---|
| Regions Bank | Clearwater | FL | 09/2014 | 05/2021 |
| Cetera Investment Advisers Llc | Clearwater | FL | 09/2014 | 05/2021 |
| Cetera Investment Services Llc | St.CLoud | MN | 09/2014 | 05/2021 |
| Lpl Financial Llc | Safety Harbor | FL | 05/2021 | Present |
1) 5/2021 -AdviceWise Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Safety Harbor Fl - start date 5/2021- 160hrs/mth 2) 04/25/2024 - SQ Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 1 Hour Per Month/ 0 Hours During Trading 3) 07/11/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/21/2024 - 5 Hours per Month/ 1 Hour During Trading 4) 07/08/2026 - AdviceWise Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 40 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-09 |
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