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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
421 Benjamin Lane, Suite 101, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Louisville | KY | 01/2009 | 02/2024 |
| Lpl Financial Llc | Louisville | KY | 02/2024 | Present |
1.02/28/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Somnio Wealth; Investment Related; at Reported Business Location(s); Start Date 02/20/2024; 160hrs/mth; 8hrs during trading 2.02/28/2024; SCS MGMT, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/19/2024; 160hrs/mth; 40hrs during trading 3.02/28/2024; Michael and Deborah Mullaney; Act in a Fiduciary Capacity; Investment Related; 76 Empire Drive,Niskayuna; Start Date 01/20/2024; 1hrs/mth; 1hrs during trading 4.04/26/2024; Somnio Wealth / Somnio CPAs; Tax Prep/Accounting/CPA; Investment Related; ; Start Date 01/01/2020; 2hrs/mth; 0hrs during trading 5.04/30/2024; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/25/2024; 1hrs/mth; 1hrs during trading 6.10/09/2024; M5 West LLC; Real Estate Rental; Investment Related; Park City,Utah.; Start Date 10/12/2024; 1hrs/mth; 0hrs during trading 7.12/16/2024; REM Real Estate LLC; Real Estate Rental; Investment Related; ; Start Date 12/12/2024; 1hrs/mth; 0hrs during trading 8.07/29/2026; M5 West LLC; Real Estate Rental; Investment Related; Louisville,KY; Start Date 09/01/2026; 25hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-25 |
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