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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
1995 E Oakland Park Blvd Ste 105, Fort Lauderdale, FL 33306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Fort Lauderdale | FL | 03/2009 | 02/2018 |
| Lpl Financial Llc | Fort Lauderdale | FL | 02/2018 | Present |
1. 02/14/2018 - SUNSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2010 - 160 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-02 |
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