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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-13 |
| FL | RA | APPROVED | 2019-03-28 |
Branch Locations
8875 Hidden River Pkwy Ste 300, Tampa, FL 33637 • 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2010 | 03/2019 |
| Usaa Financial Planning Services | Tampa | FL | 08/2010 | 01/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 03/2019 |
| Lpl Financial Llc | Tampa | FL | 03/2019 | Present |
1. 3/25/2019 - Genesis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/29/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 01/04/2023 - Candler Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/02/2023 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 05/28/2025 - Candler Properties LLC - Real Estate Rental - Investment Related - TAMPA, FL - Start Date:07/07/2025 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-08 |
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