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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-29 |
| CO | RA | APPROVED | 2020-08-24 |
| TX | RA | APPROVED | 2009-09-08 |
Branch Locations
2601 S. Trimmier, Killeen, TX 76542 • United States
401 E Sonterra Blvd Ste 375, San Antonio, TX 78258 • United States
Ft. Myers, FL • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Killeen | TX | 09/2009 | Present |
1. 01/20/2010 - Beronio Wealth Planning Solutions - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/16/2012 - NON-VARIABLE INSURANCE - NON-VARIABLE LIFE & OTHER INSURANCE PRODUCTS, AS WELL AS ACTIVITIES THRU UNITED HEALTH INSURANCE, ARE THROUGH LPL INSURANCE ASSOCIATES AND OTHER GENERAL AGENT & AGENT CONTRACTS. - TIME SPENT 5% - KILLEEN, TX 3. 10/01/2014 * Arrowhead Drive Development, Inc * Other - Real Estate * NOT INV REL * START 01/01/2004 4. 01/21/2016 - OSJ Alliance - NOT INV REL - 2601 S Trimmier, Killeen, TX 76542 - Business Entity For Tax/Investment Purposes Only - START 01/01/2009 - 40 HOURS PER MONTH, 10 DURING TRADING - This entity is to facilitate the OSJ function for our group. 5. 4/21/2021 - No Business Name - Investment Related - 2601 Trimmier Rd Killeen, Texas 76542 - Real Estate Rental - Started 01/01/1990 - 0 Hours Per Month. 6. 09/12/2022 - Beronio Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/29/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-03-06 |
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