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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
| CA | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| GA | RA | APPROVED | 2025-03-06 |
| ME | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| MI | RA | APPROVED | 2025-03-06 |
| NE | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
27499 Riverview Center Blvd Suite 138, Bonita Springs, FL 34134-4332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbks Wealth Advisors | Naples | FL | 02/2016 | 01/2022 |
| Moran Wealth Management, Llc | Naples | FL | 06/2023 | 08/2023 |
| N/A | Naples | FL | 01/2022 | 06/2023 |
| Ic Advisory Services, Inc. | Bonita Springs | FL | 11/2023 | 03/2025 |
| The Investment Center, Inc. | Bonita Springs | FL | 11/2023 | 03/2025 |
| Lpl Financial Llc | Bonita Springs | FL | 03/2025 | Present |
1. 03/06/2025 - Medley Advisory LLC-Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/17/2023 - 10 hours per month/ 5 hours during trading 2. 03/06/2025 - Medley Advisory LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/03/2023 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-20 |
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