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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED_RES | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2010 | 02/2018 |
| Lpl Financial Llc | Brandon | FL | 02/2018 | Present |
1. 02/14/2018 - Brownstone Wealth Management - Not Investment Related - At Reported Business Location(s) - Real Estate Rental. 2. 04/09/2019 - Loren Potts & Co, PA - Investment related - 207 E. Robertson St., Ste A Brandon, FL 33511 - Real Estate Rental - start date:02/15/2019 - 1 hr/mo - 0 hrs during trading. 3. 7/16/2019 - Brownstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2019 - 200 Hours Per Month During Securities Trading. 4. 09/27/2022 - Brownstone Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 09/29/2016 - 20 Hours Per Month/10 Hours During Securities Trading 5. 01/11/2023 - Brownstone Insurance Services - Investment Related - 207 E. Robertson St., Suite A-B; Brandon, FL 33511 - Real Estate Rental - Start Date: 11/01/2022 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-14 |
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