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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heimlantz | Annapolis | MD | 10/2018 | 07/2020 |
| Tower Federal Credit Union | Laurel | MD | 05/2018 | 10/2018 |
| 1St Global Capital Corp. | Annapolis | MD | 04/2019 | 10/2019 |
| 1St Global Advisors, Inc | Annapolis | MD | 04/2019 | 10/2019 |
| Unemployed | Columbus | GA | 07/2015 | 07/2017 |
| Unemployed | Gambrillis | MD | 07/2017 | 05/2018 |
| Avantax Advisory Services | Annapolis | MD | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Annapolis | MD | 10/2019 | 09/2025 |
| Magellan Health | Scottsdale | AZ | 07/2023 | 12/2024 |
| Heimlantz | Annapolis | MD | 01/2023 | 12/2025 |
| Heimlantz | Annapolis | MD | 07/2020 | 01/2023 |
| Cetera Wealth Services, Llc | Dupont | WA | 09/2025 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 12/2025 |
| Heimlantz Cpas And Advisors | Annapolis | MD | 10/2018 | 12/2025 |
| Lpl Financial Llc | Seattle | WA | 01/2026 | Present |
| Transformational Advisory Group | Seattle | WA | 01/2026 | Present |
1- 01/2026 / Transformational Advisory Group / DBA for LPL Business (entity for LPL business) / Investment Related / Start Date 01/05/2026 - 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 01/2026 / Real Estate Rental / Real Estate Rental / Investment Related / Eagle River, AK - Start date: 06/01/2015 - 0 hours per month/ during trading 3- 01/2026/ Real Estate Rental/Real Estate Rental/ Investment Related/ Fayetteville, NC - Start Date: 12/03/2007 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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