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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
Branch Locations
1900 S.HArbor City Boulevard Suite 341, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Melbourne | FL | 04/1995 | Present |
| Mooney Financial Services Llc | Melbourne | FL | 10/2017 | Present |
| Lpl Financial Llc | Melbourne | FL | 01/2025 | Present |
| Coordinated Capital Securities, Inc | Fort Atkinson | WI | 11/2017 | 01/2026 |
1.01/2026- Mooney Financial Services, LLC- DBA for LPL Business (entity for LPL business)-Inv Rel-160 Hours Per month-160 Hours during trading- At reported business location (s). 2.01/2026- Mooney Financial Services, LLC- Business Entity For Tax/Investment Purposes Only-Inv Rel-140 Hours per month-140 hours during trading- At reported business location (s). Start Date 02/2025 3.01/2026- Mooney Financial Services, LLC- Non-Variable Insurance-Inv Rel-4 Hours per Month-4 Hours during trading- At reported business location (s). Start Date 01/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-19 |
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