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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-31 |
| FL | RA | APPROVED | 2024-07-30 |
Branch Locations
7522 Wiles Rd Ste B-109, Coral Springs, FL 33067 • 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 |
|---|---|---|---|---|
| Metlife | Fort Lauderdale | FL | 04/2005 | 11/2016 |
| Metlife Securities, Inc. | Fort Lauderdale | FL | 04/2005 | 11/2016 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 11/2016 | 09/2023 |
| Osaic Wealth, Inc. | Coral Springs | FL | 09/2023 | 07/2024 |
| Lpl Financial Llc | Coral Springs | FL | 07/2024 | Present |
| Mml Investor Services | Ft Lauderdale | FL | 07/2016 | 11/2016 |
1) 06/18/2024 - Non-Variable Insurance - Selling: Group Health, Term, Universal & Whole Life, Disability Income, Fixed Annuities, Crump, Edison Risk - FL 33067 - Investment related - 30 Hours per month - Start date: 07/05/2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-09 |
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