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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| KY | RA | APPROVED | 2025-03-06 |
| MA | RA | APPROVED | 2025-03-06 |
| MI | RA | APPROVED | 2025-03-06 |
| MN | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| OH | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
27499 Riverview Center Blvd Suite 138, Bonita Springs, FL 34134-4332 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Medley Advisory, Llc | Bonita Springs | FL | 04/2020 | 02/2023 |
| The Investment Center Inc | Bonita Springs | FL | 07/2015 | Present |
| Ic Advisory Services Inc | Bonita Springs | FL | 07/2015 | Present |
| Medley Advisory, Llc | Bonita Springs | FL | 05/2011 | Present |
| Independent Insurance Agent | Bonita Springs | FL | 09/2004 | Present |
| Lpl Financial Llc | Bonita Springs | FL | 03/2025 | Present |
1. 03/06/2025- MedleyAdvisory- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/18/2011- 5 Hours Per Month 2. 03/06/2025- Medley Advisory, llc- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/18/2011- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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