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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| FL | RA | APPROVED | 2021-01-05 |
Branch Locations
2521 S Blair Stone Rd, Tallahassee, FL 32301 • United States
3339 Beech Ridge Ct., Tallahassee, FL 32312 • United States
503 Appleyard Dr., Tallahassee, FL 32304 • United States
2770 Capital Circle Se, Tallahassee, FL 32311 • United States
1661 Raymond Diehl Rd, Tallahassee, FL 32308 • United States
2770 Capital Cir Se, Tallahassee, FL 32311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 11/2014 | 12/2017 |
| Bank Of America, N.A. | Tallahassee | FL | 04/2015 | 12/2017 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 03/2019 | 12/2020 |
| Service Corporation International - Culleys Meadowwood Feneral H | Tallahassee | FL | 12/2017 | 03/2019 |
| Lpl Financial Llc | Tallahassee | FL | 01/2021 | Present |
1)1/4/2021 - First Florida Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)1/4/2021- North Florida Fair Association- Non-Profit Board Member- Inv. Related- Tallahassee, FL - start date 1/1/2010- 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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