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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-16 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Advisor | Stuart | FL | 07/2011 | 08/2021 |
| Oppenheimer & Co., Llc | Palm Beach Gardens | FL | 08/2021 | 10/2023 |
| Lpl Financial Llc | Stuart | FL | 10/2023 | Present |
1) 09/21/2023 - Investment Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 12/17/2024- PJMNAV LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At reported business location(s)- Start date 12/05/2024- 50 Hours Per Month- 40 Hours During Trading 3) 03/16/2026 - NexAnnuity - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/04/2026 - 5 hours per month/ during trading 4) 03/26/2026 - Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/19/2026 - 5 hours per month/ during trading 5) 03/26/2026 - Simplicity Medford Lakes - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-11 |
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