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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
95 White Bridge Rd., Ste. 312, Nashville, TN 37205 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
95 White Bridge Rd., Ste. 312, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loventhal Bros., Inc./Loventhal Financia | Nashville | TN | 12/1976 | Present |
| Next Financial Group Inc | Nashville | TN | 08/2009 | 07/2017 |
| Fsc Securities Corp | Atlanta | GA | 07/2017 | 11/2023 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2023 | 10/2025 |
| Lpl Financial | Nashville | TN | 10/2025 | Present |
1) 10/2025 - Goldman Wealth Management, Inc / Non-Variable Insurance / Inv Related / Start date 07/01/1990 - 10 hrs per month - 10 hrs during trading 2) 10/2025 - Goldman Wealth Management, Inc / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 160 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-18 |
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