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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Tampa | FL | 09/2007 | 11/2024 |
| Agia | Houston | TX | 12/2022 | 11/2024 |
| Lpl Financial, Llc | Tampa | FL | 11/2024 | Present |
1.11/12/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Front Line Investment Advisors; Investment Related; at Reported Business Location(s); Start Date 11/12/2024; 160hrs/mth; 8hrs during trading 2.11/12/2024; Notary; Notary; Investment Related; 13274 113TH AVE LARGO,FL; Start Date 01/01/2019; hrs/mth; hrs during trading 3.05/09/2025; WealthFusion, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/05/2025; 1hrs/mth; 0hrs during trading 4.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 11/12/2024; 1hrs/mth; 1hrs during trading 5.08/10/2026; Advantage Insurance Network (AIN), Back9, Capitas, Signal Advisors, GradePoint Insurance DBA- The 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/15/2025; 2hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-16 |
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