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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| PA | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slezak Brokerage Services Ins. Sales | Latrobe | PA | 09/1985 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 08/2019 |
| Secondhalf Coach Wealth Management | Latrobe | PA | 01/2009 | Present |
| Lpl Financial Llc | Latrobe | PA | 08/2019 | Present |
1) 8/28/19- Secondhalf coach wealth management- DBA for LPL Business (entity for LPL business)- Inv. Related- Latrobe, PA- start date 1/1/2010- 160hrs/mth- 100% 2) 8/28/19- Non-Variable Insurance- - Agent for fixed annuities and life - Inv. Related- Latrobe, PA- start date 8/5/1985 - 5hrs/mth 3) 8/28/19- Slezak Urbanik LLC- Real Estate Rental- co-owner - Inv. Related- Latroe, PA- start date 1/1/2010- 1% 4) 8/28/19- Slezak Consulting Corp- Business Entity For Tax/Investment Purposes Only- Inv. Related- Latrobe, PA- 1hrs/mth 5) 02/28/2020 - GO2GOAL - Non-Profit Board Member - Co-Founder - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2016 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-04 |
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