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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-07-19 |
| IN | RA | APPROVED | 2010-07-14 |
Branch Locations
1227 15Th St, Bedford, IN 47421-3701 • United States
Bedford, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedford | IN | 07/2010 | Present |
(1) 11/7/2012: GEORGE WEALTH MANAGEMENT GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 03/17/2014 - GEORGE WEALTH MANAGEMENT GROUP- NON-VARIABLE INSURANCE-LIFE, FIXED INSURANCE - Investment Related - At Reported Business Locaiton(s) - TIME SPENT 1% (3) 01/21/2026 - George Wealth Management Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 170 hours per month/ 136 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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