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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-01 |
| FL | RA | APPROVED | 2017-11-30 |
Branch Locations
670 N Orlando Ave Ste 102, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Orlando | FL | 01/2005 | 11/2017 |
| Daniel Trivison & Associates | Orlando | FL | 09/1992 | Present |
| Lpl Financial, Llc | Maitland | FL | 11/2017 | Present |
1. 4/2/2018 - Daniel Trivison & Associates, Inc. - DBA: Trivison & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) Started 09/01/1992 - 160 Hours Per Month During Securities Trading. 2. 2/28/2023 - No Business Name - Investment Related - Casselberry, FL 32707 - Real Estate Rental - Start Date - 03/01/2023 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-07 |
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