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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
Branch Locations
800 Village Sq Xing Ste 211, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A Kaplan Cpa, Pllc. | Staten Island | NY | 01/2015 | Present |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 01/2022 | 04/2026 |
| Lpl Financial Llc | Palm Beach Gardens | FL | 04/2026 | Present |
1. 2/2026 - A Kaplan CPA PC - Tax Prep/Accounting/CPA - Investment Related - 20 Hour(s)/Month - 20 Hour(s) During Trading - Parkland FL 33067 - OBA Start date: 01/05/2016 2. 2/2026 - A Kaplan CPA PLLC - Tax Prep/Accounting/CPA - Investment Related - 30 Hour(s)/Month - 30 Hour(s) During Trading - Parkland FL 33076 - OBA Start date: 12/14/2023 3. 2/2026 - PWG Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 2/27/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-07 |
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