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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-03 |
Branch Locations
601 Heritage Drive, Ste 155, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Brooklyn | NY | 07/2011 | 04/2020 |
| Massmutual Life Insurance Company | New York | NY | 04/2020 | 08/2024 |
| Mml Investors Services, Llc | New York | NY | 04/2020 | 08/2024 |
| Lpl Financial, Llc | Palm Beach Gardens | FL | 08/2024 | Present |
1) 2024-08-30 - Thomas McDermott NVI - Non-Variable Insurance - Y - at reported business location(s) - 2024-07-24 - 160hrs/mth - 8hrs/mth during trading 2) 2025-07-29 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - KeyValue Wealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2025-07-22 - 200hrs/mth - 130hrs/mth during trading 3) 07/13/2026 - Waypoint Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/07/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-26 |
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