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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2016-06-06 |
| OH | RA | APPROVED | 2009-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mason | OH | 01/2009 | Present |
1. 10/25/2016: Wilkins Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 10/01/2016 - 50 Hr/Mo; 8 Hour(s) During Securities Trading 2. 6/8/2020 - Wilkins Wealth Management Group LLC Podcast Show - Investment Related - At Reported Business Location(s) - Other-Podcast - Started 09/30/2019 - 4 Hours Per Month/0 Hour During Securities Trading - Podcast Studio Set up. 3. 04/22/2022 - OH2022 - Not Investment Related - Home Based - Other-Retail Marketing & Podcast - Start Date: 01/12/2019 - 8 Hours Per Month/0 Hours During Securities Trading - Produce Marketing Videos via the OH2022 YouTube channel called Pursuing The Best & consult on Rental Properties 4. 08/07/2023 - Wilkins Tax Prep - Tax Prep/Accounting/CPA - Tax Prep Consultant - Investment Related - At Reported Business Location(s) - Start Date 08/07/2023 5. 04/03/2024 - Highland Capital - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/12/2024 - 10 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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