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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2932 Wellington Cir Ste A, Tallahassee, FL 32309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tallahassee | FL | 08/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Tallahassee | FL | 08/2012 | 07/2021 |
| Bni | Tallahassee | FL | 10/2017 | 07/2021 |
| Keep Tallahassee Leon County Beautiful | Tallahassee | FL | 07/2015 | 12/2016 |
| City Walk Urban Mission | Tallahassee | FL | 12/2018 | 07/2021 |
| Theobald Bascom Group Llc | Tallahassee | FL | 02/2020 | 07/2021 |
| Lpl Financial Llc | Tallahassee | FL | 07/2021 | Present |
1)2020 - DBA for LPL Business (entity for LPL business) / Luminosity Financial / Investment Related / Jacksonville, FL 32246 2) 10/18/2021- Insurance Agent- Non-Variable Insurance- All fixed insurance through LPL- INV Related- At TALLAHASSEE, FL- Start date 2020 3) 12/16/2024 - Canopy Roads Baptist Church - Non-Profit Board Member - Elder - Not Investment Related - Tallahassee, FL - Start Date 01/01/2025 - 3 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-04 |
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