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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Windermere | FL | 10/2023 | 04/2024 |
| Ally Financial | Lawrenceville | GA | 01/2019 | 10/2023 |
| Kelly Services | Duluth | GA | 12/2018 | 01/2019 |
| Unemployed | Smyrna | GA | 11/2018 | 12/2018 |
| Target Corporation | Marietta | GA | 02/2016 | 11/2018 |
| The Lifewealth Group | Winter Garden | FL | 05/2024 | 08/2025 |
| Madison Avenue Securities | San Diego | CA | 05/2024 | 08/2025 |
| Ae Wealth Management | Topeka | KS | 05/2024 | 05/2025 |
| Lifewealth Investments Llc | Winter Garden | FL | 11/2024 | 08/2025 |
| Lpl Financial Llc | Oakland | FL | 08/2025 | Present |
1. 08/2025 - LaPorte Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-27 |
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