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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-04-18 |
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 |
|---|---|---|---|---|
| Proequities, Inc | Norh Beach Gardens | FL | 06/2010 | 08/2018 |
| Massmutual Life Insurance Company | West Palm Beach | FL | 07/2018 | 04/2024 |
| Mml Investors Services, Llc | West Palm Beach | FL | 08/2018 | 04/2024 |
| Lpl Financial Llc | Worth Beach | FL | 04/2024 | Present |
1) 04/03/2024 - Non-Variable Insurance - Selling: Mass Mutual Fixed Life and fixed annuity policies - FL 33460 - Investment related - 2 Hours per month - Start date: 04/18/2024. 2) 03/20/2024 - Chanda Financial LLC - Business Entity For Tax/Investment Purposes Only - Investment fees and commissions - FL 33460 - Non investment related - 5% Time spent - Start date: 2/27/2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-04 |
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