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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/1993 | 03/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2007 | 03/2026 |
| Trinity Wealth Management, Llc | Crystal Lake | IL | 08/2009 | Present |
| David Wilson Cpa Ltd | Crystal Lake | IL | 09/2012 | Present |
| Lpl Financial, Llc | Yantis | TX | 03/2026 | Present |
1. 03/2026 - Trinity Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 155 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 03/30/2026 2. 03/2026 - David Wilson CPA - Tax Prep/Accounting/CPA - Inv Related - 20 Hour(s)/Month - 0 Hour(s) During Trading - Yantis, TX, 75497 - OBA Start Date: 01/01/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-23 |
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