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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-24 |
Branch Locations
450 S Orange Ave Ste 1200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Orlando | FL | 08/2015 | 04/2020 |
| Cetera Investment Services Llc | St.CLoud | MN | 07/2016 | 04/2020 |
| Woodbury Financial Services Inc | Altamonte Springs | FL | 04/2020 | 08/2022 |
| First Horizon | Palm Beach | FL | 08/2022 | 11/2023 |
| First Horizon | Tampa | FL | 11/2023 | 01/2025 |
| United Community Bank | Orlando | FL | 01/2025 | Present |
| Lpl Financial Llc | Orlando | FL | 04/2025 | Present |
1- 04/23/2025 / 462 ELLIS SQ COURT, LLC / Real Estate Rental /Sanford, FL / NON INVESTMENT RELATED / START 02/17/2020/0 Hrs/Mth - 0 Hrs During Trading. 2- 04/23/2025 / PRIME IV / BUSINESS OWNER / Winter Garden, FL /NON INVESTMENT RELATED / START 08/26/2021/3Hrs/Mth - 0 Hrs During Trading. 3- 04/232025 / Vetavize Angels LLC / Business Owner /Orlando, FL / NON INVESTMENT RELATED / START 08/01/2024/0Hrs/Mth - 0 Hrs During Trading. 4- 04/23/2025 / United Community Advisory Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOCATION. 5) 09/12/2025 - United Community Bank - Not Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:01/06/2025 - 40Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-04 |
| S66 | Uniform Combined State Law Examination | 2003-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-22 |
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