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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-21 |
Branch Locations
700 W Morse Blvd Ste 100, Winter Park, FL 32789 • United States
820 A1A Ste E11, Ponte Vedra Beach, FL 32082 • United States
115 E Burleigh Blvd, Tavares, FL 32778 • United States
4705 S Apopka Vineland Rd Ste 120, Orlando, FL 32819 • United States
450 S Orange Ave Ste 1200, Orlando, FL 32801 • United States
2338 Citadel Way, Ste 100, Melbourne, FL 32940 • United States
5426 Bay Center Dr. Ste 175, Tampa, FL 33609 • United States
1561 Main Street, Sarasota, FL 34236 • United States
100 Colonial Center Pkwy Ste 100, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Orlando | FL | 12/2015 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 09/2018 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2019 | 07/2021 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2019 | 07/2021 |
| Unemployed | Orlando | FL | 09/2018 | 11/2018 |
| Unemployed | Apopka | FL | 08/2021 | 12/2022 |
| Westshore Financial Group | Maitland | FL | 01/2023 | 03/2023 |
| Guardian Life Insurance Company | Maitland | FL | 03/2023 | 05/2025 |
| Park Avenue Securities | Maitland | FL | 03/2023 | 05/2025 |
| United Community Bank | Orlando | FL | 05/2025 | Present |
| Lpl Financial Llc | Orlando | FL | 05/2025 | Present |
1) 05/20/2025 - Illinois Mutual - Non-Variable Insurance - Inv Related - Hilltop Drive - Start date 05/01/2023 - 6 Hrs/Mth - 3 Hrs During Trading. - 10% time spent 3) 05/20/2025- Guardian Life Insurance - Non-Variable Insurance - Inv Related - Start date 05/12/2025 - 6 Hrs/Mth - 3 Hrs During Trading- 10 % time spent 3) 07/16/2025 - United Community Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date: 05/12/2025 - 160 Hrs/Mth - 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
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