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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED_RES | 2024-08-20 |
Branch Locations
2121 Eisenhower Ave Ste 207, Alexandria, VA 22314 • 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 |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 11/2014 | 12/2018 |
| Securities America, Inc. | Alexandria | VA | 12/2018 | 06/2024 |
| Usadvisors Wealth Management, Llc | Alexandria | VA | 01/2019 | 08/2024 |
| Securities America Advisors | Alexandria | VA | 12/2021 | 06/2024 |
| Osaic Wealth, Inc. | Alexandria | VA | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | Alexandria | VA | 06/2024 | 08/2024 |
| Lpl Financial Llc | Washington | DC | 08/2024 | Present |
1)07/22/2024 - Equinox Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-10 |
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