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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-22 |
| FL | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2025-01-02 |
Branch Locations
6099 Riverside Dr. Suite 104, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hilliard | OH | 10/2016 | 07/2021 |
| Stratos Wealth Partners, Ltd | Hilliard | OH | 10/2016 | 06/2021 |
| Gan Investments | Columbus | OH | 10/2015 | 10/2016 |
| Ifp Securities Llc | Tampa | FL | 07/2021 | 01/2025 |
| Independent Financial Partners | Tampa | FL | 07/2021 | 01/2025 |
| Lpl Financial Llc | Naples | FL | 01/2025 | Present |
1- 12/2024 / Angelis Wealth Group, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 7.5 hrs during trading / Dublin, OH / Start date: 08/01/2016 2- 12/2024 / GAN Investments LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Naples, FL / Start date: 04/04/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-24 |
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