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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Worthington | OH | 05/2008 | 05/2020 |
| International Assets Advisory, Llc | Beavercreek | OH | 08/2020 | 09/2024 |
| International Assets Investment Management, Llc | Beavercreek | OH | 08/2020 | 09/2024 |
| Lpl Financial Llc | Cypress | TX | 09/2024 | Present |
1 - 07/03/2024 - Confident Trust Financial Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 10/24/2024 - Restoration Land and Farms LLC - Real Estate Rental - Investment Related - Conneaut Lake, PA - Start Date 10/16/2024 - 2 Hours Per Month/ 0 Hours During Trading 3- 01/14/2025- Confident Trust Financial Group LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/10/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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