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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Indian Land | SC | 02/2016 | 08/2023 |
| Securities America Advisors | Indian Land | SC | 02/2016 | 08/2023 |
| Securities America Inc | Fort Mill | SC | 08/2023 | 06/2024 |
| Securities America Advisors | Fort Mill | SC | 08/2023 | 06/2024 |
| Osaic Wealth, Inc. | Fort Mill | SC | 06/2024 | 08/2025 |
| Lpl Financial Llc | Fort Mill | SC | 08/2025 | Present |
1. 08/2025 - Blakeney Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Charlotte, NC 28277 - OBA Start date: 08/18/2025 2. 08/2025 - ALLIANCE WEALTH MANAGEMENT LLC - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Charlotte, NC 28277 - OBA Start date: 08/18/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-13 |
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