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4600 North Dixie Highway, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-04-20 |
| PA | RA | APPROVED | 2021-04-09 |
| AZ | RA | APPROVED | 2021-03-10 |
| NJ | RA | APPROVED | 2021-03-02 |
| FL | RA | APPROVED | 2021-02-01 |
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
4600 North Dixie Highway, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boca Raton | FL | 02/1997 | 03/2023 |
| Shealy Wealth Advisory Llc | Boca Raton | FL | 07/2020 | Present |
1. 09/27/2012: SHEALY REAL ESTATE HOLDINGS, LLC - INV REL - 11764 WEST SAMPLE RD, STE 102, CORAL SPRINGS, FL 33065 & 6800 CYPRESS RD, #508. PLANTATION, FL 33065 & 4669 NW 9TH AVE. POMPANO BEACH, FL 33064 - REAL ESTATE RENTAL - 1% OF TIME SPENT 2. 2/10/2021 - Shealy Wealth Advisory LLC - Not Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 08/04/2020 - 120 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Shealy Wealth Advisory LLC, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/18/2021 - Tiko Holdings Weston 1 and Tiko Holdings Miramar 1 - Not Investment Related - 2635 Weston Road Weston FL and 11150 Pembroke Road Miramar FL - Other-Business Owner - Started 04/01/2013 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 10/18/2021 - Shealy Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Started 12/28/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 03/26/2024 - A.I.M. Academy - Not Investment Related - 13940 N Frank Lloyd Wright Blvd. Scottsdale AZ 85260 - Partner - Help Over see financials of the purchased pre-school - Started 2024-01-22 - Hours per month during trading hours: 0- Hours per month during outside trading hours: 0; Percentage of total yearly compensation: 45.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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