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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-18 |
Branch Locations
7216 Us Highway 301 N Ste 107, Ellenton, FL 34222 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ellenton | FL | 01/2016 | 05/2023 |
| Lpl Financial Llc | Ellenton | FL | 05/2023 | Present |
1) 04/28/2023 - Client Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/28/2023 - USA Investment Portfolios, LLC - Business Entity For Tax/Investment Purposes Only - Sole Owner - FL 33573 - Non investment related - 5 Hours per month - Start date: 09/14/2009 3) 07/22/2024 - BRILLIANT 401K - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/17/2024 - 40 Hours Per Month/ 1 Hour During Trading 4) 07/22/2024 - CONFIDENT WEALTH SOLUTIONS - Insurance Agency - Owner/Operator - Investment Related - At Reported Busness Location(s) - Start Date 07/17/2024 - 40 Hours per Month/ 2 Hours During Trading 5) 03/13/2025 - Jetstreaming Wealth Momentum - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 60 Hrs/Mth - 7 Hrs During Trading. 6) 06/03/2025 - SECURE WEALTH PROTECTION - Inv. Related - Insurance Agency - At Reported Business Location(s) - Start Date:06/02/2025 - 40 Hrs/Mth - 0 Hrs During Trading. 7) 06/09/2025 - USA PLANNING - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/02/2025 - 20 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-31 |
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