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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-21 |
| TX | RA | APPROVED | 2020-07-20 |
Branch Locations
13710 Cypress Terrace Cir,#200, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-14 |
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