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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-09-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Hill & Associates Wealth Management And Advisors | Salisbury | MD | 07/2015 | 08/2024 |
| Comprehensive Financial Solutions (Cfs) | Salisbury | MD | 07/2015 | 08/2024 |
| Cetera Advisors Llc | Denver | CO | 07/2015 | 08/2024 |
| Prosperity Atlantic Wealth Management Llc | Salisbury | MD | 01/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 08/2024 |
| Lpl Financial | Oceanview | DE | 08/2024 | Present |
1)08/06/2024 - Prosperity Atlantic Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/1/2020 - 160 Hr/Mth 8hrs during trading 2) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 0hrs/mnth during Trading 3. 09/08/2025 - Momentum Insurance Services - Non-Variable Insurance - INV Related- At Reported Business Location(s)- Start date09/05/2025 10hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-31 |
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