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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 07/2021 |
| Davita Dialysis | Arcadia | FL | 05/2010 | 10/2017 |
| Young Living | Lehi | UT | 10/2013 | 07/2017 |
| Lpl Financial Llc | Sarasota | FL | 07/2025 | Present |
| Valenti Wealth Llc | Sarasota | FL | 07/2025 | Present |
| Lpl Financial Llc | Sarasota | FL | 07/2021 | 02/2024 |
| Hoopers Backflow Llc | Venice | FL | 06/2010 | Present |
1 - 07/2025 - Valenti Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 07/2025 - Hoopers Backflow LLC - Business Owner - Not Inv Related - Venice, FL - OBA Start Date: 06/01/2010. 3 - 07/2025 - Young Living - Direct Sales - Not Inv Related - Venice, FL - OBA Start Date: 01/01/2009 4 - 07/2025 - Moulton Wealth - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Venice, FL - OBA Start Date: 06/01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-24 |
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