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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED_RES | 2025-06-05 |
Branch Locations
1048 Irvine Ave. Ste 783, Newport Beach, CA 92660 • United States
201 S. Biscayne Blvd. Fl. 28, Miami, FL 33131 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 01/2009 | 06/2025 |
| Lpl Financial Llc | Miami | FL | 06/2025 | Present |
1. 06/05/2025- Robert Sileo- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/31/1995- 160 Hours Per Month- 160 Hours During Trading 2. 06/05/2025- MorganStreet Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/02/2021- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-05 |
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