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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-22 |
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States
Ocala, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fross & Fross Financial | The Villages | FL | 03/2010 | Present |
| Sii Investments, Inc. | The Villages | FL | 03/2010 | 02/2018 |
| Lpl Financial Llc | The Villages | FL | 02/2018 | Present |
1. 01/10/2018 - FROSS AND FROSS WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Vice President, Wealth Advisor - start date 08/2012.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-01 |
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