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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
407 Wekiva Springs Rd Ste 215, Longwood, FL 32779 • United States
407 Wekiva Springs Road Suite 215, Longwood, FL 32779 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Orlando | FL | 10/2014 | 06/2024 |
| Arbor Point Advisors | Orlando | FL | 10/2014 | Present |
| Osaic Wealth, Inc. | Longwood | FL | 06/2024 | 08/2024 |
| Lpl Financial | 407 Wekiva Springs Rd. Ste 215 | FL | 08/2024 | Present |
1) 06/2024 - Aileron Wealth Management,PLLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 06/2024 - Fixed Insurance - Aileron Wealth Management / Non-Variable Insurance / Inv. Related / Longwood, FL / Start date 10/08/2014 / 4 Hrs per month - 2 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-12 |
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