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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-19 |
Branch Locations
3255 Mahan Drive, Tallahassee, FL 32308 • United States
6691 Thomasville Rd, Tallahassee, FL 32312 • United States
1301 Metropolitan Blvd, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forethought Distributors. Llc | Berwyn | PA | 01/2013 | 12/2022 |
| Global Atlantic Financial Company | Simsbury | CT | 01/2014 | 12/2022 |
| Lpl Financial Llc | Tallahassee | FL | 01/2023 | Present |
| Capital City Bank | Tallahassee | FL | 01/2023 | Present |
1) 01/04/2023 - Capital City Strategic Wealth - LPL DBA inv rel - at reported location(s) 2)01/22/2023 - Back in Brack - Business Entity - Non-Inv Rel - Carrabelle, FL - Start: 01/2023 3)3/13/2023 - Capital City Bank - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/03/2023 - 200 Hours Per Month/8 Hours During Securities Trading 4)3/29/2023 - Capital City Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
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