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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2008 | 06/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 06/2017 |
| Ameriprise Financial Services, Inc. | Tampa | FL | 06/2017 | 02/2022 |
| Lpl Financial Llc | Tampa | FL | 02/2022 | Present |
1)2/2022- MRW Financial Brokerage- Non-Variable Insurance- agent selling Term, whole life, LTC, universal life, index life, fixed annuity - inv. related- Tampa, FL - start date 2/4/2022- 2hrs/mth 2)08/29/2022 - Callagy Wealth & Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/25/2022 - 100 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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