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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| FL | RA | APPROVED | 2023-03-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 07/2016 | 02/2023 |
| Coconut Grove Bank | Miami | FL | 07/2016 | 02/2023 |
| Lpl Financial Llc | Coral Gables | FL | 02/2023 | Present |
| South State Bank | Coral Gables | FL | 02/2023 | Present |
1- 02/2023 / South State Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Tavares, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-11 |
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