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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-20 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
327 Dahlonega St, Suite 1804-A, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comcast | Alpharetta | GA | 05/2016 | 01/2022 |
| Comcast | Philadelphia | PA | 01/2022 | 01/2026 |
| Rfg Advisory Llc Dba Black Oak Asset Management | Alpharetta | GA | 05/2026 | 08/2026 |
| Retired | Dawsonville | GA | 01/2026 | 05/2026 |
| Lpl Financial Llc | Cumming | GA | 08/2026 | Present |
1. 8/2026 - Fiorentino Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 80 Hour(s)/Month – 80 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/17/2026 2. 8/2026 - Fiorentino Holdings, LLC - Real Estate Rental - INV REL - 2 Hour(s)/Month – 2 Hour(s) During Trading - Dawsonville GA 30534 - OBA Start date: 10/02/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
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