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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-08 |
| NY | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Care Physicians | Schenectady | NY | 08/2016 | 07/2017 |
| Lpl Financial Llc | Albany | NY | 08/2017 | Present |
| Wealthone Llc(Fka:WEalthpointllc;Capital Financial Planning Llc) | Albany | NY | 08/2017 | Present |
1. 4/23/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent/Broker - Started 11/20/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Life, Accident, and Health. 2. 5/21/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 05/01/2018 - 2 Hours Per Month/2 Hours During Securities Trading. 3. 7/25/2019 - The Neary Group, LLC - Investment Related - Location/Address: NA - Business Entity For Tax/Investment Purposes Only - Started 07/01/2019 - 80 Hours Per Month/4 Hours During Securities Trading. 4. 8/31/2021 - WealthOne, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 9/1/2021 - WealthOne, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WealthOne, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 02/24/2026 - BAD Albany Realty - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/14/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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