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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-21 |
| TX | RA | APPROVED | 2020-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Sarasota | FL | 01/2016 | 03/2017 |
| Massmutual Life Insurance Co | Sarasota | FL | 07/2016 | 12/2020 |
| Mml Investors Services, Llc | Sarasota | FL | 03/2017 | 12/2020 |
| Lpl Financial Llc | Sarasota | FL | 12/2020 | Present |
1)12/18/2020- Purpose Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Sarasota, FL- 100% 2)12/18/2020- Carico Enterprises- Business Entity For Tax/ Investment Purposes Only- Inv. Related- Sarasota, FL- start date 1/12/2018- 0% 3)12/18/2020- Paul Carico- Non-Variable Insurance- Trails Only- Inv. Related- Sarasota, FL- start date 2/1/2016- 0% 4)06/28/2021 - GatorTrails - Investment Related - 4625 Clark Rd. Sarasota, FL 34233 - Other-Business Owner - Start Date: 6/25/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Rental business using LSV's as rentals inside of a local state park for tours and recreation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-07 |
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