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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrick Goldstrike Mines | Carlin | NV | 10/2011 | 09/2016 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2016 | 08/2024 |
| Innovative Advisors Inc | Elko | NV | 07/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2016 | 08/2024 |
| Nav.COm | Draper | UT | 09/2017 | 04/2022 |
| Bamboohr | Lindon | UT | 09/2017 | 04/2022 |
| Benfits Pal | Dallas | TX | 09/2017 | 12/2020 |
| Lpl Financial Llc | Elko | NV | 08/2024 | Present |
1 - 07/05/2024 - INNOVATIVE ADVISORS, INC - Business Entity For Tax/Investment Purposes Only - Inv Related - 160 Hours/Month - NV 89801 - OBA Start Date: 07/18/2016. 2 - 08/01/2024 - INNOVATIVE ADVISORS INC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3 - 08/01/2024 - Innovative Advisors Inc - For-Profit Board Member - NV 89801 - Not Investment related - 1 Hour per month - Start date: 07/18/2016. 4 - 08/01/2024 - UNUM Life of America - Non-Variable Insurance - Selling: Long term and short-term Disability, Group Life Insurance, dental, vision - Cetera - NV 89801 - Investment related - 5 Hours per month - Start date: 09/01/2021. 5- 11/27/2024 - Innovative Advisors Inc - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/20/2024 - 1 Hour Per Month/ During Trading 6- 05/19/2025 - Ash Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 09/20/2024 - 1 Hours Per Month/ 1 During Trading 7- 05/19/2025 - Crump Insurance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 05/14/2025 - 1 Hours Per Month/ 0 hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
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