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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
1270 Orange Ave, Ste A, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2015 | 06/2026 |
| Schwab Wealth Advisory Inc | Orlando | FL | 05/2019 | 06/2026 |
| Lpl Financial Llc | Winter Park | FL | 06/2026 | Present |
1. 6/2026 - Grafton Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 200 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-19 |
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