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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| FL | RA | APPROVED | 2017-10-30 |
Branch Locations
5920 Main Street Pontlitz Asset Advisors, New Port Richey, FL 34652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | New Port Richey | FL | 08/2010 | Present |
| Independent Financial Partners | New Port Richey | FL | 08/2010 | 08/2017 |
1. 08/13/2010: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 15% - FIXED INSURANCE SALES: LIFE, DISABILITY, LTC SOME HEALTH. 2. 8/30/2013: PONTLITZ ASSET ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3. 08/29/2023 - 5918-5924 Main Street LLC - Real Estate Rental - Investment Related - 5918-5924 Main Street, New Port Richey, FL 34652 - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-24 |
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