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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-23 |
| FL | RA | APPROVED | 2024-03-22 |
Branch Locations
1270 Orange Ave, Ste A, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 10/2007 | 03/2024 |
| Bank Of America, N.A. | Winter Park | FL | 11/2009 | 03/2024 |
| Lpl Financial | Winter Park | FL | 03/2024 | Present |
1) 03/2024 - Grafton Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 03/2024 - Real Estate Rental / Owner of Real Estate Rental / Inv. Related / 03907, ME / Start date 06/01/2014 - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-25 |
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