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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-16 |
Branch Locations
1031 W Morse Blvd Ste 323, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 09/2015 | 11/2017 |
| Seacoast National Bank | Winter Park | FL | 09/2015 | Present |
| Lpl Financial Llc | Winter Park | FL | 11/2017 | Present |
1) 10/23/2017 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 10/23/2017 - Notary - Florida - inv rel 3) 11/14/2017 - FINRA Arbitrator - Winter Park, FL - inv rel - no - start: 08/1998 4 02/15/2019 - No business name - Investment Related - Home based - Writer - start date:02/18/2019 - 3 hrs/mo - TheStreet.com - columnist.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-16 |
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