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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| PA | RA | APPROVED | 2023-05-22 |
Branch Locations
445 Washington Ave, Suite 102, Bridgeville, PA 15017 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 03/2015 | 05/2023 |
| Agia | Houston | TX | 12/2022 | 05/2023 |
| Lpl Financial | Fort Mill | SC | 05/2023 | Present |
1)05/19/2023- Independent Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date: 05/04/2023 - 160 Hrs/Mth - 0 Hrs During Trading. 2) 05/19/2023- Covid Cat Powersports, LLC - Non-Revenue Generating Asset Holding LLC - Non investment related - MT 59601 - Start date: 12/07/2021 - 0 Hrs per month. 3)05/19/2023 - Garshak Industries, LLC - Business Owner- non-inv. Related- West Mifflin, PA - start date 03/07/2020 - 4 Hrs/Mth - 0 Hrs During Trading. 4)01/24/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer - Started: 1/9/2024 - 10 Hrs/Mo; 1 Hr During Trading. 5)02/26/2024 - C&K Health Care Advisors - Inv Related - At Reported Business Location(s) - Non-Variable Insurance -Medicare Producer - Started: 02/21/2024 - 20 Hrs/Mo; 1 Hr During Trading. 6) 03/19/2024 - No Business Name - Farmington, PA - Real Estate Rental - Started: 2/1/2024 - 1 Hr/Mo; 0 Hr During Trading. 7) 10/09/2025 - Traywick Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/08/2025 - 40 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-21 |
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