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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
315 E. Robinson St. Suite 350, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2008 | 02/2021 |
| Suntrust Bank | Orlando | FL | 06/2008 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 02/2021 |
| First Horizon | Orlando | FL | 02/2021 | Present |
| Lpl Financial Llc | Orlando | FL | 08/2025 | Present |
1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/25/2025 2. 08/21/2025- The Assistance Fund- Non-Profit Board Member- Not INV Related- At Orlando, FL- Start date 01/01/2011- 15 Hours Per Month 3. 08/21/2025- Greater Orlando Sports Commission- For-Profit Board Member- Not INV Related- At Orlando, FL- Start date 12/15/2021- 10 Hours per month 4. 08/21/2025- Advent Health Children's Foundation- Non-Profit Board Member- Not INV Related- At Orlando, FL- Start date 01/01/2022- 15 Hours Per Month 5. 08/21/2025- Orlando Science Center- Non-Profit Board Member- Not INV Related- At Orlando, FL- Start date 07/01/2024- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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