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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 |
| CA | RA | APPROVED | 2025-03-06 |
| CO | RA | APPROVED | 2025-03-06 |
| FL | RA | APPROVED | 2025-03-06 |
| GA | RA | APPROVED | 2025-03-06 |
| KS | RA | APPROVED | 2025-03-06 |
| MD | RA | APPROVED | 2025-03-06 |
| MN | RA | APPROVED | 2025-03-06 |
| NV | RA | APPROVED | 2025-03-06 |
| NJ | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| RI | RA | APPROVED | 2025-03-06 |
| SC | RA | APPROVED | 2025-03-06 |
| WV | RA | APPROVED | 2025-03-06 |
Branch Locations
57 Green Street, Woodbridge, NJ 07095 • United States
Greensboro, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc | Greensboro | GA | 12/2006 | 03/2025 |
| Ic Advisory Services, Inc. | Greensboro | GA | 12/2006 | 03/2025 |
| Lpl Financial Llc | Woodbridge | NJ | 03/2025 | Present |
1. 03/06/2025- Wealthwise Advisors LLC-DBA for LPL Business- INV Related- At Reported Business Location(s)- Start date 12/16/2024- 160 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-05 |
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