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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Clearwater | FL | 07/2015 | 12/2017 |
| Salesforce Insurance | Temple Terrace | FL | 12/2017 | 05/2018 |
| Unemployed | Brooksville | FL | 05/2018 | 07/2018 |
| Regions Bank | Lutz | FL | 07/2018 | 10/2021 |
| Cetera Investment Advisers Llc | Tampa | FL | 07/2018 | 04/2025 |
| Cetera Investment Services Llc | St. Cloud | MN | 07/2018 | 04/2025 |
| Gte Federal Credit Union | Tampa | FL | 10/2021 | 04/2025 |
| Lpl Financial Llc | Crystal River | FL | 04/2025 | Present |
| Suncoast Credit Union | Crystal River | FL | 04/2025 | Present |
1)04/03/2025 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-25 |
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