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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 06/2014 | Present |
| Agia | Houston | TX | 12/2022 | 11/2024 |
| Lpl Financial Llc | Tampa | FL | 11/2024 | Present |
1) 11/12/2024- Frontline Investment Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - Tampa, FL 33607 - Start date 10/16/2024 -120 Hrs/Mth - 8 Hrs During Trading.- 100% Time Spent 2) 05/09/2025 - WelathFusion, inc. - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Mundelein, Illinois - Start Date: 05/05/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 08/11/2025 - Back9, Capitas, GradePoint Insurance - DBA The Fifteen Group - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:11/12/2024 - 10 Hrs/Mth - 10 Hrs During Trading. 4) 08/12/2025 - 15 Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/12/2024 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
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