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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
1740 Se 18Th St, Bldng 902, Ocala, FL 34471 • United States
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ocala | FL | 01/2010 | 02/2019 |
| Match Point Financial, Llc | Maitland | FL | 02/2016 | Present |
| Cetera Advisors Llc | Denver | CO | 02/2019 | 02/2023 |
| Lpl Financial Llc | Ocala | FL | 02/2023 | Present |
1) 2/2023- Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- inv. related- Ocala, FL 2) 2/2023- Matchpoint Financial, LLC- Business Entity for LPL Commissions- owner- non-inv. related- Ocala, FL- start date 2/7/2023- 0hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
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