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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| SC | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2015 | 03/2025 |
| Lpl Financial Llc | Palm Beach Gardens | FL | 03/2025 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
1- 02/2025 / Modus Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2- 04/02/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/31/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 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- 03/10/2026 - Lavelle Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/04/2026 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
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