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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
634 Ne 3Rd Avenue, Fort Lauderdale, FL 33304 • United States
8890 Nw 44Th Street, Sunrise, FL 33351 • United States
9560 Pines Blvd, Pembroke Pines, FL 33024 • United States
1982 N State Rd 7, Margate, FL 33063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ananda Properties Llc | Pembroke Pines | FL | 04/2013 | 03/2025 |
| Wasser Engineering | Aventura | FL | 06/2016 | 05/2017 |
| Jtb International And Global Advisor Group/Raymond James | Reston | VA | 06/2017 | 03/2018 |
| Allstate Insurance Company | Stuart | FL | 10/2018 | 04/2021 |
| Unemployed | Plantation | FL | 03/2018 | 10/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2021 | 03/2022 |
| Cuna Mutual Group | Waverly | IA | 04/2021 | 03/2022 |
| Santander Bank, Na | Boston | MA | 04/2022 | 10/2024 |
| Santander Securities, Llc | Dorchester | MA | 04/2022 | 01/2023 |
| Santander Securities, Llc | Dorchester | MA | 01/2023 | 10/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | Present |
| Lpl Financial Llc | Fort Lauderdale | FL | 05/2025 | Present |
1.05/15/2025 -We Florida Retirement & Investments - Invesment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:16-MAY-25 -160 Hrs/Mth - 160Hrs During Trading 2.05/15/2025 - Ananda Properties LLC - Not invesment Related - Business Entity For Tax/Investment Purposes Only - [4:05 AM] - Pembroke Pines FL - Start Date:05/01/2015 -1 Hrs/Mth - 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
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