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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2026-03-16 |
| NC | RA | APPROVED | 2026-03-12 |
Branch Locations
121 North Main Street, Oakfield, NY 14125 • United States
Wake Forest, NC • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 02/2015 | 05/2019 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 05/2019 | 03/2026 |
| Belpointe Insurance, Llc | Greenwich | CT | 05/2019 | 03/2026 |
| Lpl Financial Llc | Wake Forest | NC | 03/2026 | Present |
1. 02/2026 - Matthew Waldron - Real Estate Rental - Investment Related - 10 Hrs/Mth - 0 Hrs During Trading - Sevierville, TN 37876 - OBA Start Date: 09/14/2021 2. 02/2026 - Matthew Waldron - Real Estate Rental - Investment Related - 10 Hrs/Mth - 0 Hrs During Trading - Oak Island, NC 28465 - OBA Start Date: 02/21/2022 3. 02/2026 - Waldron Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Hrs/Mth - 8 Hrs During Trading - Oakfield, NY 14125 - OBA Start Date: 02/27/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-30 |
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
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