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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-09 |
| TX | RA | APPROVED | 2020-06-08 |
Branch Locations
3550 Camino Del Rio N Ste 101, San Diego, CA 92108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lance Pelky & Assoc. | San Diego | CA | 01/1998 | Present |
| Advanced Retirement Concepts & Insurance Svcs | San Diego | CA | 01/1998 | Present |
| America'S Tax Solutions | San Diego | CA | 09/2013 | 12/2016 |
| Voya Financial Advisors | San Diego | CA | 09/2014 | 06/2020 |
| Lpl Financial, Llc | San Diego | CA | 06/2020 | Present |
1. 06/08/2020 - LANCE PELKY AND ASSOCIATES INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 90%/ SAN DIEGO, CA - Started 01/01/1998 2. 06/08/2020 - ADVANCED RETIREMENT CONCEPTS AND INSURANCE SERVICES/ BUSINESS ENTITY FOR TAX/ INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 1%/ SAN DIEGO, CA - Started 01/01/1998 3. 06/08/2020 - FINE WINE PURVEYORS/ BUSINESS OWNER/ NOT INVESTMENT RELATED/ 1%/ SAN DIEGO, CA - Started 09/01/2019 4. 06/08/2020 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ SAN DIEGO, CA - Started 01/01/2018 5. 01/16/2026 - Nationwide Life and Annuity Insurance Company - Non-Variable Insurance - Life Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 01/14/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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