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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
9015 Town Center Parkway Suite 111, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 03/2014 | 09/2022 |
| First Allied Advisory Services,Inc. | Chesterfield | MO | 03/2014 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Lakewood Ranch | FL | 09/2022 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2020 | 04/2026 |
| Lpl Financial Llc | Lakewood Ranch | FL | 05/2026 | Present |
1. 04/2026 - Retirement Strategies of America, llc - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 90 Hour(s) During Trading - Lakewood Ranch, FL, 34202 - OBA Start Date: 5/1/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-14 |
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