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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Next Financial Group | New Orleans | LA | 03/2004 | 07/2025 |
| Lpl Financial Llc | Houston | TX | 07/2025 | 08/2026 |
| Victory Financial | Austin | TX | 08/2026 | Present |
1- 07/2025 - Strategic Wealth Solutions LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 10 hours per month/ during trading 2- 07/2025 - Charley Dorand - Author - Not Investment Related - Home Based - Start Date 05/01/2025 - 20 hours per month/ 0 hours during trading 3- 07/2025 - Gluten Free Lab LLC - Speaker/ Seminar/ Workshops - Not Investment Related - Home Based - Start Date 09/10/2020 - 10 hours per month/ 0 hours during trading 4- 08/2026 - Strategic Wealth Solutions LLC - DBA for Victory Financial - Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 120 hours per month/ 100 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-03 |
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