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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
2087 Glenbrook Dr, Dunedin, FL 34698 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Fort Mill, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 10/2007 | 01/2018 |
| Lpl Financial Llc | Dunedin | FL | 01/2018 | Present |
1. 2/15/2018 - No Business Name - Not Investment Related - Dunedin, FL 34698 - Real Estate Rental - Started 01/01/2006 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Manage and facilitate maintenance, repairs and collection of rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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