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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-07 |
| AL | RA | APPROVED | 2026-02-05 |
| MD | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 05/2016 | 02/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 02/2023 |
| Intelus Advisory Group, Llc | Birmingham | AL | 02/2023 | 01/2026 |
| Lpl Financial Llc | Birmingham | AL | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2016 | 02/2023 |
1) 1/2023- Intelus Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Birmingham AL 2) 2/15/2023 - Intelus Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 02/28/2023 - 200 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Intelus Advisory Group, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 2/15/2023 - Intelus Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 12/22/2022 - 200 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Intelus Advisory Group, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/30/2026 - JET WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 250 hours per month/ 200 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-17 |
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