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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-07 |
| UT | RA | APPROVED | 2026-07-07 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-06-06 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1389 Center Street, Ste 200, Park City, UT 84098 • 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 |
|---|---|---|---|---|
| Bruce A. Lefavi Securities, Inc. | Salt Lake City | UT | 08/2007 | 06/2018 |
| Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management | Salt Lake City | UT | 01/2014 | 06/2018 |
| S3 Retirement Planning A D/B/A Of Mgo One Seven | Park City | UT | 06/2018 | 07/2026 |
| International Assets Advisory Llc | Park City | UT | 06/2018 | 07/2026 |
| Lpl Financial | Park City | UT | 07/2026 | Present |
1. 7/2026 - Silver Creek Wealth Management, LLC - Business Owner - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Park City UT 84098 - OBA Start date : 08/13/2018 2. 7/2026 - S3 Retirement Planning - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/6/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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