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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED_RES | 2026-04-01 |
Branch Locations
104 N State St, Concord, NH 03301 • United States
57 School St 2Nd Floor, Concord, NH 03301 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 10/1986 | 11/2018 |
| Osaic Wealth, Inc. | Concord | NH | 11/2018 | 03/2026 |
| Lpl Financial | Concord | NH | 03/2026 | Present |
1. 3/2026 - Capital Advisory Group LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start date 3/31/2026 2. 3/2026 - Capital Advisory Group LLC - Non-Variable Insurance - INV REL - 5 Hour(s)/Month - 5 Hour(s) During Trading - At Reported Business Location(s) Start date 02/23/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-08 |
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