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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-04-16 |
| FL | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
10235 Jefferson Hwy Bldg 4, Ste C, Baton Rouge, LA 70809 • United States
9015 Town Center Pkwy Unit 110, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Baton Rouge | LA | 08/2006 | 02/2024 |
| Lpl Financial | Sarasota | FL | 02/2024 | Present |
1. 07/26/2024 - Edwards Unity Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ During Trading 2. 08/02/2024 - MLEdwards LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 5 Hours Per Month/ 0 Hours During Trading 3. 01/17/2025- Exclusive Insurance Brokerage- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/17/2025- 5 Hours Per Month- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-11 |
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