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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-29 |
| FL | RA | APPROVED | 2019-09-10 |
Branch Locations
620 E. Bloomingdale Avenue, Brandon, FL 33511 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2004 | 07/2019 |
| Lpl Financial Llc | Brandon | FL | 08/2019 | Present |
1)08/13/2019 - Heath Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - inv rel - start: 08/2019 - 150 hr/mth 2)08/13/2019 - agent - Non-Variable Insurance - inv rel - at reported business location(s) - start: 08/2019 - 4 hr/mth 3)01/19/2023 - Heath Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 04/08/2021 - 2 Hours Per Month/2 Hours During Securities Trading 4)01/19/2023 - Heath Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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