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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-07 |
| NH | RA | APPROVED | 2026-04-15 |
Branch Locations
104 N State St, Concord, NH 03301 • 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 |
|---|---|---|---|---|
| Sii | Concord | NH | 06/2016 | 11/2018 |
| Osaic Wealth, Inc. | Concord | NH | 11/2018 | 03/2026 |
| Lpl Financial | Concord | NH | 03/2026 | Present |
1. 3/2026 - JY Realty Holdings - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Bow, NH, 03304 - OBA Start date: 05/18/2020 2. 3/2026 - Capital Advisory Group LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/31/2026 3. 3/2026 - Capital Advisory Group LLC - Non-Variable Insurance - INV REL - 2 Hour(s)/Month - 2 Hour(s) During Trading - Concord, NH, 03301 - OBA Start date: 02/02/2026 4. 3/2026 - 18 Manchester St LLC - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Bow, NH, 03304 - OBA Start date: 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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