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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
12272 Tamiami Trail E Unit 403, Naples, FL 34113 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2016 | 09/2024 |
| Lpl Financial Llc | Naples | FL | 09/2024 | Present |
1- 08/2024 / CLH Properties, LLC / Real Estate Rental / Investment Related / 5 hrs mnth / start 09/04/2018 2- 08/2024 / Paradise Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / Start Date 09/25/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-06 |
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