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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Berry Insurance, Llc Dba Thaxter Walton Financial | St Petersburg | FL | 04/2012 | 07/2021 |
| Waddell & Reed, Inc. | St Petersburg | FL | 03/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Saint Petersburg | FL | 03/2015 | 07/2021 |
| Bni Circle Of Success | St Petersburg | FL | 06/2015 | 07/2021 |
| The Berry Group D/B/A Thaxter Walton Financial Grp | Safety Harbor | FL | 11/2010 | 07/2021 |
| Longview Wealth Advisors, Llc | Saint Petersburg | FL | 04/2019 | 07/2021 |
| Lpl Financial Llc | St Petersburg | FL | 07/2021 | Present |
1- 04/2019 / DBA for LPL Business (entity for LPL business) / Longview Wealth Advisors, LLC / 60 HR MNTH / Investment Related / At Reported Business Location(s) 2- 11/2010 / The Berry Group D/B/A Thaxter Walton Financial Grp / Business Entity For Tax/Investment Purposes Only / Investment Related / Safety Harbor, FL 3- 03/04/2022 - Longview Insurance Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 03/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 4- 04/29/2026 - Referral Income - Not Investment Related - Clifton Park, NY - Start Date 04/24/2026 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
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