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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 07/2016 | 12/2022 |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 07/2016 | 12/2022 |
| Lpl Financial Llc | Palm Beach Garden | FL | 12/2022 | Present |
1) 11/11/2022 Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 11/11/2022 Raskin Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-15 |
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