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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
1270 Orange Ave, Ste A, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 01/2013 | 03/2024 |
| Bank Of America, N.A. | Winter Park | FL | 06/2013 | 03/2024 |
| Lpl Financial | Winter Park | FL | 03/2024 | Present |
1) 03/21/2024 - Grafton Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hours Per Month/ 8 Hour During Trading/ 95% Time Spent 2) 03/21/2024 - Archelyst / Business Owner / NonInv. Related / Home Based / Start date 02/03/2023 - 1 Hrs per month - 1 % Time Spent 3) 08/06/2024 - DWS, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Winter Park FL - Start Date 02/16/2024 - 40 Hours Per Month/ 8 Hour During Trading 4) 06/11/2025 - WildWondri - Not Investment Related - Other - Education Services - Orlando FL - Start Date:06/10/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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