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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-30 |
| IL | RA | APPROVED | 2024-08-29 |
| CA | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orange | CA | 07/2012 | 08/2024 |
| Agia | Houston | TX | 12/2022 | 08/2024 |
| Lpl Financial Llc | San Diego | CA | 08/2024 | Present |
1.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 08/15/2025; 160hrs/mth; 8hrs during trading 2.08/10/2026; Advantage Insurance Network (AIN), Back9, Capitas, Signal Advisors, Gradepoint Insurance DBA - 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/15/2024; 20hrs/mth; 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-09 |
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