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2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-26 |
| DE | RA | APPROVED | 2018-02-09 |
Branch Locations
2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilmington | DE | 03/1998 | 11/2017 |
| Milestone Wealth Advisors, Inc. | Greenville | DE | 03/2009 | 12/2017 |
| Mercap Securities, Llc | Paoli | PA | 11/2017 | 07/2020 |
| Affinity Wealth Management Llc | Wilmington | DE | 02/2018 | Present |
| Affinity Wealth Management Inc | Wilmington | DE | 12/2017 | 02/2018 |
1. NAME OF BUSINESS: FIXED INSURANCE, 2961 CENTERVILLE ROAD, WILMINGTON DE 19806 NATURE OF BUSINESS: FIXED INSURANCE - TERM, DI, LTC, UL. INVESTMENT RELATED: YES. DUTIES OF POSITION: SELL FIXED INSURANCE WHEN NEEDED. # OF HOURS PER MONTH: LESS THAN 1. # HRS DURING SECURITIES TRADING HOURS: LESS THAN 1. DATE ACTIVITY STARTED: 11/30/17.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-01 |
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