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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
Branch Locations
7501 Nw 4Th St Suite 201, Plantation, FL 33317-2237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plantation | FL | 07/2014 | Present |
1. 3/6/2017 - Winn Wealth Solutions, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/03/2014 - 160 Hours Per Month During Securities Trading. 2. 3/18/2019 - No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/18/2019 - 2 Hours Per Month During Securities Trading - multiple agencies. 3. 10/18/2021 - H&R Block - Investment Related - Ft Lauderdale, FL - Tax Prep/Accounting/CPA - Start Date: 01/03/2022 - 40 Hours Per Month/0 Hours During Securities Trading - Tax preparer as an employee of H&R Block. 4. 09/15/2023 - Other - notary - Investment Related - At Reported Business Location(s) - Start Date 09/18/2023 - 1 Hour Per Month/ 1 Hour During Trading 5. 01/02/2026 - Exclusive Insurance Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/29/2025 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-20 |
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