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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-05 |
Branch Locations
15310 Amberly Dr, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Tampa | FL | 01/2016 | 06/2019 |
| Arts Conservatory For Teens | St. Petersburg | FL | 09/2016 | 07/2021 |
| Foresters Advisory Services | Tampa | FL | 03/2019 | 06/2019 |
| Morgan Stanley | Morristown | NJ | 06/2019 | 08/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 08/2021 |
| Lpl Financial Llc | Tampa | FL | 09/2021 | Present |
| Great Valley Advisor Group, Inc. | Tampa | FL | 09/2021 | 04/2022 |
1. 03/31/2022 - No Business Name - Investment Related - Tampa, FL 33615 and Tampa, FL 33618 - Real Estate Rental - Start Date: 03/07/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 2. 11/28/2022 - PWPFLFA - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Member - Start Date - 09/15/2021 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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