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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Rockledge | FL | 06/2015 | 06/2023 |
| Agia | Houston | TX | 12/2022 | 06/2023 |
| Lpl Financial Llc | Indialantic | FL | 06/2023 | Present |
1) 05/19/2023 - Favor Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hrs per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
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