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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
6536 E Hillsborough Ave, Tampa, FL 33610 • United States
32745 Eiland Blvd, Zephyrhills, FL 33544 • United States
1905 South Alexander St, Plant City, FL 33566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 06/2012 | 11/2019 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 07/2012 | 11/2019 |
| Unemployed | Tampa | FL | 11/2019 | 12/2019 |
| Ameriprise Financial Services, Inc. | Tampa | FL | 01/2019 | 09/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2021 | Present |
| Suncoast Credit Union | Tampa | FL | 09/2021 | Present |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1. 05-18-2022-Suncoast Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-10 |
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