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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-04 |
| TX | RA | APPROVED_RES | 2020-05-04 |
Branch Locations
396 Alhambra Circle Ste 150, Coral Gables, FL 33134 • United States
3717 W Boynton Beach Blvd, Boynton Beach, FL 33436 • United States
2000 Lantana Rd, Lantana, FL 33462 • United States
8101 Okeechobee Blvd, West Palm Beach, FL 33411 • United States
615 North Dixie Highway, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Columbus | OH | 08/2008 | 04/2020 |
| Lpl Financial Llc | West Palm Beach | FL | 05/2020 | Present |
| Seacoast Bank | West Palm Beach | FL | 05/2020 | Present |
1. 05/01/2020 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2020 2. 04/30/2020 - Benefits Plus Consulting Group, Inc - Insurance Agency - inv rel - at reported business location(s) - start: 12/2005 - 2 hr/mth 3. 5/26/2020 - Benefits Plus Consulting Group, Inc. - Investment Related - Home Based & Jupiter, Fl 33477 - Real Estate Rental - Owner - Started 05/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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