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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-10 |
| GA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED_RES | 2026-02-24 |
Branch Locations
21 Eastbrook Bend Suite 118, Peachtree City, GA 30269 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-07-25 |
| CA | RA | APPROVED | 2023-08-15 |
| DC | RA | APPROVED | 2023-05-31 |
| NY | RA | APPROVED | 2023-05-03 |
| VA | RA | APPROVED | 2023-03-04 |
| TX | RA | APPROVED | 2021-01-04 |
| LA | RA | APPROVED | 2019-11-27 |
| GA | RA | APPROVED | 2017-05-25 |
| MD | RA | APPROVED | 2016-10-21 |
Branch Locations
21 Eastbrook Bend, Suite 118, Peachtree City, GA 30269 • United States
3355 Lenox Road Suite 750, Atlanta, GA 30326 • United States
4800 Hampden Lane Suite 200, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Kovack Securities, Inc. | Ft, Lauderdale | FL | 01/2012 | 10/2016 |
| Kovack Advisors | Ft. Lauderdale | FL | 01/2012 | 10/2016 |
| Wealthcare Financial Group, Inc. | Peachtree City | GA | 10/2016 | Present |
| Hbcu Legacy, Llc | Peachtree City | GA | 12/2020 | 02/2026 |
| Lpl Financial Llc | Peachtree City | GA | 02/2026 | Present |
1. 2/2026 - Wealthcare Financial Group, Inc. - Non-Variable Insurance - Investment Related - 30 Hour(s)/Month - 30 Hour(s) During Trading - Peachtree City GA 30269 - OBA Start date: 01/12/2012 2. 2/2026 - Wealthcare Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start date: 2/23/2026 3. 2/2026 - Wealthcare Financial Group, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Peachtree City GA 30269 - OBA Start date: 01/12/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-23 |
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