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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-04-24 |
| TX | RA | APPROVED | 2020-04-23 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Clearwater | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clearwater | FL | 11/2016 | 04/2020 |
| Lpl Financial | Clearwater | FL | 04/2020 | Present |
1)04/08/2020 - Atlantic Gulf Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 04/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-27 |
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