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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
| FL | RA | APPROVED | 2019-12-05 |
Branch Locations
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 03/2014 | 12/2019 |
| Lpl Financial Llc | Maitland | FL | 12/2019 | Present |
1)12/03/2019 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)12/03/2019 - DJP HOLDINGS - Business Entity For Tax/Investment Purposes Only - inv rel - Orlando, FL - start: 04/2014 3)12/03/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 03/2014 - 20 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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