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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-29 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • 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 |
|---|---|---|---|---|
| Nationwide Insurance | Columbus | OH | 07/2003 | 08/2019 |
| Nationwide Securities | Dublin | OH | 04/2003 | 08/2019 |
| Nationwide Securities, Inc. | Clearwater | FL | 08/2008 | 08/2019 |
| Lpl Financial | Clearwater | FL | 08/2019 | Present |
(1). 7/30/2021 - Life Brokerage Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 8/28/2019 - 10 Hours Per Month/10 Hours During Securities Trading - Fixed life sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-12 |
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