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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-02 |
| FL | RA | APPROVED | 2014-06-18 |
Branch Locations
601 Bayshore Blvd Ste 960, Tampa, FL 33606 • United States
202 N. Franklin Street,, Tampa, FL 33602 • United States
10980 S. Belcher Road, Largo, FL 33777 • United States
4355 Henderson Blvd, Tampa, FL 33629 • United States
13868 N. Dale Mabry, Tampa, FL 33618 • United States
1858 Ringling Blvd., Sarasota, FL 34236 • United States
1217 Oakfield Drive, Brandon, FL 33511 • United States
4600 W Cypressst, Suite 100, Tampa, FL 33607 • United States
509 W Alexander St, Plant City, FL 33563 • United States
900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States
10650 Boardwalk Loop, Lakewood Ranch, FL 34202 • United States
4400 N Armenia Ave, Tampa, FL 33603 • United States
200 Central Ave, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 04/2014 | Present |
| The Bank Of Tampa | Tampa | FL | 04/2014 | Present |
1. 4/21/2014 - BT WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 9/24/2020 - Bank of Tampa - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Managing Director - 1 Hour Per Month During Securities Trading - Managing Director of BT Wealth Advisors, the wealth management division of the Bank of Tampa.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-27 |
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