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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| CA | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2017 | 02/2021 |
| Brood, Seibert & Lovcik, Cpas, Llp | Hemet | CA | 11/2016 | Present |
| Wealth & Income Solutions, Inc. Dba Wealth Management | Hemet | CA | 11/2016 | 02/2021 |
| State Farm Insurance | Temple | TX | 06/2015 | 09/2016 |
| Right Space Storage | Killeen | TX | 09/2017 | 02/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2021 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2021 | 12/2025 |
| Heritage Family Investments, Llc | Hemet | CA | 09/2023 | Present |
| Lpl Financial | Hemet | CA | 12/2025 | Present |
1. 11/2025 - Brood, Seibert & Lovcik, CPAs, LLP - Business Owner - Investment related - 75 Hrs/Mth - 75 Hrs During Trading - Hemet CA 92543 - OBA start date: 02/08/2021 2. 11/2025 - Wealth & Income Solutions, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 20 Hrs/Mth - 20 Hrs During Trading - At Reported Business Location(s) - OBA start date: 12/01/2025 3. 11/2025 - Heritage Family Investments, LLC - Real Estate Rental - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - Hemet CA 92543 - OBA start date: 09/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-16 |
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