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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 08/2018 |
| Oppenheimer & Co. Inc | Sarasota | FL | 08/2018 | 06/2021 |
| Grove Point Investments, Llc | Rockville | MD | 06/2021 | 05/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 06/2021 | 05/2025 |
| Jw Wealth Management, Llc | Lakewood Ranch | FL | 07/2021 | Present |
| Lpl Financial Llc | Lakewood Ranch | FL | 05/2025 | Present |
1. 5/2025- JW Wealth Management LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 10 Hours Per Month- 2 Hours During Trading- Start Date 06/25/2021 2. 05/20/2026 -Author - Not Investment Related - Lakewood Ranch, FL- 10 Hours Per Month/ 0 Hours During Trading- Start Date 06/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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