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631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2021-04-14 |
Branch Locations
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamco Advisory Services, Inc. | Lake Mary | FL | 04/1992 | 06/2021 |
| Advus Financial Partners, Llc | Winter Park | FL | 06/2021 | Present |
Mark Lamoriello owns an entity (Pooled Plan Services, LLC), which is the sole owner of SecureHorizons Retirement Plan, LLC, which is registered as a pooled plan provider with the DOL and sponsors a pooled employer plan (PEP). Mark Lamoriello does not receive any direct compensation from these entities, however, Advus does act as a service provider to the PEP. This business does not involve a substantial amount of Mark's time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-22 |
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