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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-28 |
| FL | RA | APPROVED | 2005-03-10 |
Branch Locations
2410 Lightning Draw Trail, Victor, MT 59875 • United States
Naples, 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 | Naples | FL | 02/2005 | Present |
1. 02/28/2005 - PRIVATE WEALTH MANAGEMENT GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/23/2019 - Cherokee Lane Holdings, LLC - Investment Related - 5647 Naples Blvd, Naples, FL 34109 & Victor, MT 59875 - Real Estate Rental - Started 01/12/2010 - 2 Hours Per Month/0 Hours During Securities Trading - Single member, manager managed LLC to serve as holding company for real-estate. 3. 1/23/2019 - True West Holdings, LLC - Investment Related - 5647 Naples Blvd, Naples, FL 34109 & Victor, Montana - Started 09/05/2008 - 1 Hours Per Month/0 Hours During Securities Trading - Real Estate Holding company. 4. 11/25/2019 - Private Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent/Owner - Started 11/11/2019 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-31 |
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