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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/1998 | 02/2018 |
| Lpl Financial Llc | Tampa | FL | 02/2018 | Present |
1. 03/12/2018 - MASON ADVISORY GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/15/2018 - 160 Hours Per Month/32 Hours During Securities Trading. 2. 2/20/2020 - MB CONSULTING, LLC - Not Investment Related - Home Based - Other - Owner - Started 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 2/3/2021 - Mason Tax Management, LLC - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 01/04/2021 - 5 Hours Per Month/3 Hours During Securities Trading - Tax Preparing Services. 4. 07/01/2026 - Mason Advisory Group/Kevin Mason - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/26/2026 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-18 |
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