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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-31 |
| FL | RA | APPROVED | 2017-11-17 |
Branch Locations
300 S Harbor City Blvd, Melbourne, FL 32901 • United States
715 Indian Rocks Rd. N, St. Petersburg, FL 33770 • United States
9680 Narcoossee Rd Ste 101, Orlando, FL 32827 • United States
1031 W Morse Blvd Ste 323, Winter Park, FL 32789 • United States
105 Capron Trail, Melbourne, FL 32940 • United States
1696 N Clyde Morris Blvd, Daytona Beach, FL 32117 • United States
965 Central Avenue, St. Petersburg, FL 33701 • United States
2839 Clayton Crossing Way, Oviedo, FL 32765 • United States
3791 W. 1St Street (Sr 46), Sanford, FL 32771 • United States
345 E. Main Street, Apopka, FL 32703 • United States
2722 E. Burleigh Blvd., Eustis, FL 32726 • United States
175 W. Granada Blvd., Ormond Beach, FL 32174 • United States
1000 E. Hwy 50, Clermont, FL 34711 • United States
175 Timacuan Blvd., Lake Mary, FL 32746 • United States
2695 W. State Road 434, Longwood, FL 32779 • United States
541 S. Orlando Avenue, Maitland, FL 32751 • United States
6752 Conroy Windermere Rd., Orlando, FL 32835 • United States
250 North Orange Ave. Suite 100, Orlando, FL 32801 • United States
4720 Clyde Morris Blvd., Port Orange, FL 32129 • United States
13207 W. Colonial Drive, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Longwood | FL | 07/2009 | 09/2016 |
| Wells Fargo Advisors Llc | Apopka | FL | 05/2009 | 09/2016 |
| Invest Financial Corporation | Tampa | FL | 10/2016 | 11/2017 |
| Seacoast National Bank | Winter Park | FL | 09/2016 | Present |
| Lpl Financial Llc | Winter Park | FL | 11/2017 | Present |
1) 09/27/2017 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 6/21/2021 - No Business Name - Investment Related - Longwood, FL 32779 - Real Estate Rental - Start Date: 6/1/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Renting our existing home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-10 |
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