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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-27 |
Branch Locations
215 N Westmonte Drive, Altamonte Springs, FL 32714 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fifth Third Securities | New Port Richey | FL | 09/2015 | 10/2022 |
| Lpl Financial Llc | Altamonte Sprints | FL | 10/2022 | Present |
1)10/06/2022 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/06/2022 - Jacobs Plantation, LLC - Business Owner - Non-Inv Rel - Atlanta, GA - Start: 10/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
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