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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED_RES | 2010-04-15 |
| MD | RA | APPROVED | 2010-04-12 |
Branch Locations
9720 Greenside Dr Ste 6W, Cockeysville, MD 21030-5036 • United States
Bonita Springs, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Towson | MD | 04/2010 | Present |
1. 04/09/10 - DBA INNOVATIVE WEALTH CONCEPTS. 2. 04/09/10 - REAL ESTATE RENTAL, 28650 ALTESSA WAY #102 BONITA SPRINGS, FL 34135. 2ND HOME IN FLORIDA IS RENTED AT VARIOUS TIMES IN THE YEAR DEPENDING ON SEASONAL DEMAND. A PROPERTY MANAGEMENT COMPANY HELPS TO RENT THE PROPERTY FOR A FEW MONTHS DURING HIGH SEASON. 1% OF TIME. 3. 03/24/2011 - REAL ESTATE RENTAL - THIS IS FOR THE OFFICE SPACE I AM USING TO CONDUCT MY LPL BUSINESS. WE HAVE A SHARED SPACE AND ARE RECEIVING INCOME FOR THE SHARED OFFICE SPACE FROM ANOTHER LPL ADVISOR ON A MONTHLY BASIS, 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-19 |
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