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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-26 |
| FL | RA | APPROVED | 2024-08-06 |
Branch Locations
407 Wekiva Springs Rd Ste 215, Longwood, FL 32779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 01/2020 | 03/2022 |
| San Diego State University | San Diego | CA | 07/2015 | 12/2018 |
| N/A | San Diego | CA | 01/2019 | 12/2019 |
| Self | San Diego | CA | 07/2020 | 10/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2022 | 10/2022 |
| Cetera Investment Advisers Llc | San Diego | CA | 03/2022 | 10/2022 |
| Osaic Wealth, Inc. | Longwood | FL | 07/2024 | 07/2024 |
| N/A | San Diego | CA | 11/2022 | 06/2023 |
| Self | San Diego | CA | 07/2023 | 12/2023 |
| N/A | Orlando | FL | 01/2024 | 06/2024 |
| Lpl Financial Llc | Longwood | FL | 08/2024 | Present |
1) 07/2024 - Aileron Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
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