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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Maitland | FL | 10/2009 | 08/2024 |
| Guardian Life Insurance Company | Maitland | FL | 02/2008 | Present |
| Securities America Inc. | Maitland | FL | 07/2017 | 06/2024 |
| Securities America Advisors | Maitland | FL | 07/2017 | 06/2024 |
| Osaic Wealth, Inc. | Maitland | FL | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | Maitland | FL | 06/2024 | 08/2024 |
| Lpl Financial, Llc | Maitland | FL | 08/2024 | Present |
1. 07/12/2024- Value Shield Capital Strategies- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 07/12/2024- Total Advisory Group, LLC- Business Entity For Tax/Investment Purposes Only- FL 32751- Non Inv Rel-12 hrs per mnth- 3 hrs during trading- Start Date 07/29/2024 3. 07/12/2024- Value Shield Capital Strategies- Non-Variable Insurance- FL 32751-Non Inv Rel- 8 hrs per mnth- 2 hrs during trading- Start Date 07/19/2024 4. 07/12/2024- Value Shield Mortgage Services, LLC- Mortgage/Real Estate Services- FL 32751- Inv Rel- 6 hrs per mnth- 2 hrs during trading- Start Date 7/19/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-01 |
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