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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-07-21
TX RA APPROVED 2020-07-20
  • FL RA
    APPROVED
    Since 2020-07-21
  • TX RA
    APPROVED
    Since 2020-07-20

Branch Locations

13710 Cypress Terrace Cir,#200, Fort Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network, Inc. Ft. Myers FL 10/2001 07/2020
Ssn Advisory, Inc. Ft. Myers FL 04/2005 07/2020
Lpl Financial Llc Fort Myers FL 07/2020 Present
  • 10/2001 → 07/2020
    Securities Service Network, Inc.
    Ft. Myers, FL
  • 04/2005 → 07/2020
    Ssn Advisory, Inc.
    Ft. Myers, FL
  • 07/2020 → Present
    Fort Myers, FL
Previous Registrations
  • 2005-04-27 → 2020-07-21
    Ssn Advisory, Inc.
    Ft. Myers, FL
Other Businesses

1)7/20/2020- Cornerstone Financial Planning LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Fort Myers, FL- 1hr/mth 2) 7/20/2020- Edward Bell Tax Services - Tax Prep/Accounting/CPA - Owner - Inv. Related- Fort Myers, FL- start date 1/1/2021- 80hrs/mt- 5% 3) 7/20/2020- Gulf Coast Wealth Management- Business Entity For Tax/Investment Purposes Only- Non-Inv. Related- Fort Myers, FL- start date 3/1/2007- 1% 4) 7/20/2020- Cedar Derivatives -Real Estate Rental- owner- Inv. Related- Fort Myers FL - start date 03/7/17- 2hrs/mth 5)7/20/2020- Belheir LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- At Reported Business Location(s) - start date 3/25/2020- 0%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-14
  • S63 Uniform Securities Agent State Law Examination
    2001-11-14
Designations
Other Names
  • Edward Bell Iii

View on SEC IAPD

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