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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-25 |
Branch Locations
300 Great Oaks Blvd, Ste 300, Albany, NY 12203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthone Llc(Fka:WEalthpointllc;Capital Financial Planning Llc) | Albany | NY | 08/2016 | 09/2023 |
| Lpl Financial, Llc | Albany | NY | 08/2016 | Present |
| Mpwm Advisory Solutions, Llc | Albany | NY | 09/2023 | Present |
1. 11/20/2023: Associates of Clifton Park LLC; At reported business location(s); Non-Variable Insurance; Inv. related; start date 11/7/2023; 2hrs/mo.; 1hr during trading. 2. 11/15/2023 - MPWM Advisory Solutions LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 120 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through MPWM Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
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