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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
1449 Highway 6,Suite 350, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James R Klodosky Pc | Sugar Land | TX | 01/2000 | Present |
| American Wealth Management Llc | Sugar Land | TX | 03/2002 | Present |
| Securities America Inc | Sugar Land | TX | 11/2014 | 06/2024 |
| Securities America Advisors | Sugar Land | TX | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Sugar Land | TX | 06/2024 | 06/2025 |
| Lpl Financial Llc | Sugar Land | TX | 06/2025 | Present |
1- 06/2025 / American Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 06/2025 / AMERICAN WEALTH MANAGEMENT, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 4 hrs mth / Sugar Land, TX / Start date: 06/01/2001 3- 06/2025 / James R. Klodosky, PC / Business Entity For Tax Prep/Accounting/CPA / Investment Related / 30 hrs mth / 1-2 hrs mth during trading / Sugar Land, TX / Start date: 09/01/1991
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-11 |
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