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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
2029 Third Street North, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Jacksonville | FL | 07/2012 | 02/2023 |
| Agia | Houston | TX | 12/2022 | 02/2023 |
| Lpl Financial | Ponte Vedra | FL | 02/2023 | Present |
1) 07/26/2024 - Lanier Wealth Management LLC - DBA for LPL Business (entity for LPL business)- inv. related - At Reported Business Location(s) - Start Date 07/31/2024 - 120 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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