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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epoch Wealth Management, Llc | Chagrin Falls | OH | 06/2016 | 04/2017 |
| Lpl Financial Llc | Beachwood | OH | 04/2017 | 04/2017 |
| Restaurant Europa | Pepper Pike | OH | 06/2016 | 04/2017 |
| Alan Yanowitz, Jd | Beachwood | OH | 12/2016 | 04/2017 |
| Stratos Wealth Partners | Beachwood | OH | 04/2017 | 04/2017 |
| Pnc Bank | Mayfield Heights | OH | 06/2017 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 06/2017 | 04/2018 |
| Janney Montgomery Scott Llc | Cleveland | OH | 04/2018 | 01/2021 |
| Retirement Solutions, Inc. | Carlsbad | CA | 01/2021 | Present |
| Sagepoint Financial, Inc. | Carlsbad | CA | 01/2021 | 02/2023 |
| The Ameriflex Group | Carlsbad | CA | 01/2021 | 02/2023 |
| Lpl Financial Llc | San Marcos | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-13 |
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