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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2647 Waterstone Ln, Rockwall, TX 75032 • United States
Rockwall, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services, Inc. | Rockwall | TX | 07/2017 | 07/2019 |
| Adelphia Restaurant And Lounge | Deptford | NJ | 03/2016 | 03/2018 |
| Securities America, Inc. | Rockwall | TX | 07/2019 | 10/2023 |
| Securities America Advisors | Rockwall | TX | 01/2021 | 10/2023 |
| Lpl Financial | Rockwall | TX | 10/2023 | Present |
1) 10/05/2023 - 1st Strategic Wealth Advisors - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - Start Date 09/21/2023 2) 03/19/2025 - 1st STRATEGIC WEALTH ADVISORS ROCKWALL, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Home Based - Start Date:03/28/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-14 |
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