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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-22 |
| CA | RA | APPROVED | 2013-02-08 |
Branch Locations
1855 Gateway Blvd Ste 570, Concord, CA 94520 • United States
Clayton, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Concord | CA | 02/2013 | Present |
1) 2026-05-01 - AVLIS ADVENTURES INC - Business Entity For Tax/Investment Purposes Only - N - 160 - 160 - at reported business location(s) - 2026-04-10 - Entity is intended to be used only for operational purposes (payroll, taxes, etc.). Just to clarify, there will be no ¿comprehensive financial planning¿ performed through Avlis Adventures INC. All those activities will continue to be performed through the DBA Silva Financial Planning Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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