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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-19 |
Branch Locations
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Concourse Financial Group Securities Inc (Fka Proequities Inc) | Longwood | FL | 08/2016 | 11/2021 |
| (Dba) Solutions Group Wealth Management | Longwood | FL | 09/2019 | 11/2021 |
| (Dba) Hpl Wealth Advisors | Longwood | FL | 08/2016 | 09/2019 |
| Solutions Group Accounting Firm | Longwood | FL | 03/2020 | 11/2021 |
| Lpl Financial Llc | Altamonte Springs | FL | 11/2021 | Present |
1) 11/2021- Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start Date 11.15.21 - 160 hours per month/ 8 hours during trading 2) 11/2021- Real Estate Rental- property owner- inv. related- DELAND, FL - Start Date 11.2.21 - 1hr/mth 3) 03/26/2026 - CollabX Coaching - Business Owner - Not Investment Related - Astatula, FL - Start Date 07/08/2024 - 8 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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