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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
407 Wekiva Springs Rd Ste 215, Longwood, FL 32779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Orlando | FL | 10/2014 | 06/2024 |
| Arbor Point Advisors | Orlando | FL | 10/2014 | 07/2024 |
| Osaic Wealth, Inc. | Longwood | FL | 06/2024 | 08/2024 |
| Lpl Financial Llc | Longwood | FL | 08/2024 | Present |
1) 06/24/2024 - Aileron Wealth Management II - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-30 |
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