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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
135 West Central Blvd Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairwinds Credit Union | Orlando | FL | 05/2026 | Present |
| Achieva Credit Union | Palm Harbor | FL | 12/2015 | 10/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 12/2015 | 10/2017 |
| Markey Investment Management Inc. | Gainesville | FL | 10/2017 | 03/2018 |
| Lpl Financial Llc | Gainesville | FL | 10/2017 | 03/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2018 | 05/2022 |
| Suncoast Credit Union | Tampa | FL | 04/2018 | 01/2021 |
| Cuna Mutual Group | Waverly | IA | 01/2021 | 05/2022 |
| Lpl Financial Llc | Orlando | FL | 05/2022 | Present |
1) 05/23/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023 2) 10/28/2024 - Cannon Financial - Other - Educational Practice - Subject Matter Consultant - Investment Related - Home Based - Start Date 10/02/2024 - 30 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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