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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-04 |
Branch Locations
315 E. Robinson St. Suite 350, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 09/2010 | 09/2017 |
| Morgan Stanley Private Bank, N.A. | Winter Park | FL | 09/2010 | 09/2017 |
| Sii | Clermont | FL | 10/2018 | 03/2019 |
| Insight Credit Union | Orlando | FL | 02/2018 | 06/2019 |
| Unemployed | Chuluota | FL | 10/2017 | 01/2018 |
| Royal Alliance Associates, Inc. | Clermont | FL | 11/2018 | 06/2019 |
| Wells Fargo Clearing Services | Orlando | FL | 12/2019 | 08/2024 |
| Wells Fargo Bank | Orlando | FL | 06/2019 | 08/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | 06/2025 |
| Cetera Investment Advisers Llc | Orlando | FL | 12/2024 | 06/2025 |
| Regions Bank | Orlando | FL | 10/2024 | 06/2025 |
| First Horizon Bank | Orlando | FL | 07/2025 | Present |
| Unemployed | Chuluota | FL | 09/2024 | 09/2024 |
| Regions Bank | Orlando | FL | 10/2024 | 12/2024 |
| Lpl Financial Llc | Orlando | FL | 07/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At Reported Business Location (s) - Start Date: 08/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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