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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-02 |
Branch Locations
800 Village Sqre Crossing #105, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 07/2011 | 07/2018 |
| Lpl Financial | Palm Beach Gardens | FL | 08/2018 | Present |
1. 8.1.2018 - DBA FOR LPL BUSINESS - INVESTMENT FINANCIAL RESOURCES - PALM BEACH GARDENS, FL 2.10/21/2025- Saybrus Partners-Insurance Agency- INV Related- At Reported Business Location(s)- Start date 02/17/2025- 10 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-13 |
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