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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2014 | 02/2018 |
| Lpl Financial Llc | Clearwater | FL | 02/2018 | Present |
1. 02/14/2018 - Premier Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/01/2017 - 120 Hours Per Month/120 During Securities Trading. 2. 02/14/2018 - Life Brokerage Financial Group - Not Investment Related - At Reported Business Location(s) - Other - OSJ - Start Date 2015. 3. 02/14/2018 - Miller Wealth Management Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2009. 4. 6/6/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 05/01/2018 - 2 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-19 |
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