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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-22 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| NY | RA | APPROVED | 2021-07-21 |
Branch Locations
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • United States
100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers | Tarpon Springs | FL | 02/2004 | 07/2021 |
| Waddell & Reed, Inc. | Trinity | FL | 04/2005 | 07/2021 |
| Lpl Financial Llc | Trinity | FL | 07/2021 | Present |
1) 7/2021 - DBA for LPL Business (entity for LPL business) - Wealth Bridge Financial Group - Investment Related - Trinity, FL 34655
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-15 |
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