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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2026-01-21 |
Branch Locations
3300 Pga Blvd, Ste 990, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Source Capital Group | West Hartford | CT | 05/2004 | 01/2026 |
| Ages Financial Services, Ltd. | Reading | MA | 02/2017 | 01/2026 |
| Trust Advisory Group, Ltd | Palm Beach Gardens | FL | 02/2017 | 01/2026 |
| Stonex Securities Inc | Palm Beach Gardens | FL | 10/2024 | 01/2026 |
| Lpl Financial | Palm Beach Garden | FL | 01/2026 | Present |
1. 11/2025 - Lighthouse Private Wealth- DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/20/2026 2. 11/2025 - MDS Financial Services- Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Palm Beach Gardens FL 33418 - OBA Start Date: 04/01/2004 3. 01/20/2026 - MDS Financial Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Home Based - Start Date 05/01/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-21 |
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