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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
32731 Egypt Lane Suite 804, Magnolia, TX 77354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Magnolia | TX | 08/2013 | 09/2019 |
| Viaggio Wealth Partners | Magnolia | TX | 09/2019 | Present |
| Kestra Investment Services, Llc | Magnolia | TX | 09/2019 | 11/2023 |
| Kestra Advisory Services, Llc | Magnolia | TX | 09/2019 | 11/2023 |
| Lpl Financial Llc | Magnolia | TX | 11/2023 | Present |
1.11/06/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name viaggio Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; 160hrs/mth; 100hrs during trading 2.11/06/2023; BT RIDGE PROPERTIES LLC; Real Estate Rental; Not Investment Related; Magnolia,TX; Start Date 05/01/2021; 3hrs/mth; 3hrs during trading 3.11/06/2023; viaggio Wealth Partners LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/16/2023; 8hrs/mth; 5hrs during trading 4.11/06/2023; Tate Cinnaholic Ventures LLC; Business Owner; Not Investment Related; Magnolia,TX; Start Date 12/01/2022; 10hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-21 |
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