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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3422 Us Hwy 19, Holiday, FL 34691 • United States
2140 Commercial Way, Spring Hill, FL 34606 • 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 |
|---|---|---|---|---|
| Suncoast Schools F.C.U. | Tampa | FL | 10/2008 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2008 | Present |
| Lpl Financial Llc | Spring Hill | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business LocationDBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related -30033 Granda Hills Court and 4737 Simcoe St.- Real Estate Rental- owner - 1 Hours Per Month/0 Hours During Securities Trading 3)05/18/2022 - Suncoast Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Senior Financial Advisor- Start Date - 2008- 160 Hours Per Month/160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-28 |
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