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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-04-25 |
Branch Locations
1901 S Harbor City Blvd #505, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Sebastian | FL | 07/2013 | 04/2023 |
| Agia | Houston | TX | 12/2022 | 04/2023 |
| Lpl Financial Llc | Vero Beach | FL | 04/2023 | Present |
1) 05/09/2023 - COLTON WEALTH, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/27/2023 - 2 Hours Per Month/1 Hours During Securities Trading 2) 05/24/2023 - Van Buren Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/16/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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