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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
Branch Locations
6150 Diamond Centre Ct # 603, Fort Myers, FL 33912-7147 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Fort Myers | FL | 07/2011 | 11/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2011 | 11/2023 |
| Ameriprise Financial Services, Llc. | Fort Myers | FL | 11/2023 | 05/2025 |
| Lpl Financial Llc | Fort Myers | FL | 05/2025 | Present |
1 - 04/2025 - Titian Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-23 |
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