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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
6721 Us 27 South, Sebring, FL 33876 • United States
2109 Bayside Drive, Sebring, FL 33872 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Sebring | FL | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sebring | FL | 11/2016 | 09/2020 |
| Lpl Financial Llc | Sebring | FL | 09/2020 | Present |
1) 09/01/2020 - Guidepost Financial Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 09/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-11 |
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