Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-01 |
Branch Locations
775 Spartan Blvd Ste 105, Spartanburg, SC 29301-1370 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
775 Spartan Blvd Ste 105, Spartanburg, SC 29301-1370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stravolo Wealth Management | Spartanburg | SC | 06/2014 | 12/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2015 | 05/2023 |
| Stravolo Wealth Management, Llc | Spartanburg | SC | 01/2023 | Present |
| Lpl Financial Llc | Spartanburg | SC | 05/2023 | Present |
1) 04/28/2023 - Stabler Family Limited Partnership - Business Owner - SC 29135 - Non investment related - Less than 1 hour per month - Start date: 09/03/2021. 2) 04/28/2023 - Stravolo Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 hours per month - At reported business location(s) 3) 06/07/2023 - Stravolo Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 01/01/2023 - 5 Hours Per Month/ 1 Hour During Securities Trading - Time Spent 1% - I provide financial planning and consulting services through Stravolo Wealth Management, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
Reach out to this advisor