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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-11 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Toledo | OH | 03/2025 | Present |
1) 03/03/2025/Momentum Wealth Partners/DBA for LPL Business (entity for LPL business)/at reportable locations/Time Spent 160 Hrs per month/Investment Related - Yes/03/06/2025 2)03/05/2025/Granite Capital, LLC/Business Entity For Tax/Investment Purposes Only/1 Hr per Month/Investment Related-No/03/07/2025 3)02/06/2025/Beacon Financial/DBA for LPL Business (entity for LPL business)/at reportable locations/Time Spent: 160 Hours per Month/Investment Related - Yes/04/28/2005 4)02/06/2025/PC Court III/Real Estate Rental/Toledo, OH 43615/Time Spent: 1 hr per month/Investment Related - Yes/11/01/2004 5)02/06/2025/Rockport Advisors/DBA for LPL Business (entity for LPL business)/At reportable locations/Time Spent: 0 Hrs per month/Investment Related - Yes/04/23/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-30 |
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