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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-05 |
Branch Locations
20801 Biscayne Blvd Suite 403 #452, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fort Lauderdale | FL | 10/2009 | 04/2019 |
| Raymond James Financial Services, Inc. | Bay Harbor Islands | FL | 04/2019 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Bay Harbor Islands | FL | 04/2019 | 05/2025 |
| Live Oak Financial Llc | Aventura | FL | 04/2018 | 05/2025 |
| Lpl Financial Llc | Aventura | FL | 05/2025 | Present |
1- 04/2025 / Live Oak Financial LLC / Non-Variable Insurance / Investment Related / 1 hr mth / 1 hr during trading / Aventura, FL / Start date: 06/01/2019 2- 04/2025 / Live Oak Financial LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 4 hrs mth / 1 hr during trading / Aventura, FL / Start date: 06/01/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-05 |
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