Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-18
  • FL RA
    APPROVED
    Since 2023-12-18

Branch Locations

8700 East State Rd 70, Bradenton, FL 34202 • United States

14021 Palm Beach Blvd, Fort Myers, FL 33905 • United States

4451 Aidan Ln Ste 100, North Port, FL 34287 • United States

1729 S. Tamiami Trail, Venice, FL 34293 • United States

150 Teco Rd, Ruskin, FL 33570 • United States

19750 South Tamiami Trail, Fort Myers, FL 33908 • United States

7465 Vanderbilt Beach Road, Naples, FL 34119 • United States

Boca Raton, FL • United States

6804 East Hillsborough Ave, Tampa, FL 33610 • United States

901 Martin Luther King Jr Blvd, Seffner, FL 33584 • United States

2120 34Th St South, St Petersburg, FL 33711 • United States

3300 N Armenia Ave, Tampa, FL 33607 • United States

6367 Manatee Avenue West, Bradenton, FL 34209 • United States

25183 Chamber Of Commerce Dr, Bonita Springs, FL 34135 • United States

10405 Gibsonton Drive, Riverview, FL 33578 • United States

14391 S Us Highway 301, Wimauma, FL 33610 • United States

6001 26Th Street West, Bradenton, FL 34207 • United States

1875 N Belcher Rd. Ste 100, Clearwater, FL 33765 • United States

8017 Citrus Park Dr, Tampa, FL 33625 • United States

12450 Roosevelt Blvd N, St. Petersburg, FL 33716 • United States

231 E Hickpochee Ave, Labelle, FL 33935 • United States

3234 S Miller Rd, Valrico, FL 33596 • United States

19501 Cochran Blvd, Port Charlotte, FL 33948 • United States

1370 Oakfield Dr, Brandon, FL 33511 • United States

2502 South Manhattan Avenue, Tampa, FL 33629 • United States

1035 Crosspointe Dr, Naples, FL 34110 • United States

17505 North Palms Village, Tampa, FL 33647 • United States

8201 West Waters Ave, Tampa, FL 33615 • United States

23141 Harborview Road, Port Charlotte, FL 33980 • United States

8797 Tamiami Trial East, Naples, FL 34113 • United States

3655 Pine Ridge Rd, Naples, FL 34119 • United States

2728 Horseshoe Dr North, Naples, FL 34104 • United States

2310 Tamiami Trail, Punta Gorda, FL 33950 • United States

6536 E Hillsborough Ave, Tampa, FL 33610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services,Inc. Tampa FL 08/2006 12/2023
Floridacentral Credit Union Tampa FL 07/2017 12/2023
Raymond James Financial Services Advisors Inc. Tampa FL 07/2017 12/2023
Member Services Corp Tampa FL 03/2021 12/2023
Lpl Financial Tampa FL 12/2023 Present
Suncoast Credit Union Tampa FL 12/2023 Present
  • 08/2006 → 12/2023
    Raymond James Financial Services,Inc.
    Tampa, FL
  • 07/2017 → 12/2023
    Floridacentral Credit Union
    Tampa, FL
  • 07/2017 → 12/2023
    Tampa, FL
  • 03/2021 → 12/2023
    Member Services Corp
    Tampa, FL
  • 12/2023 → Present
    Lpl Financial
    Tampa, FL
  • 12/2023 → Present
    Suncoast Credit Union
    Tampa, FL
Previous Registrations
Other Businesses

1- 12/2023 / Suncoast Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 2- 09/21/2024 - KELLY BARFIELD BURCHILL, LLC- Mortgage/Real Estate Services- Investment Related - Home Based - Start Date 01/11/2023 - 8 HOurs Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-17
  • S66 Uniform Combined State Law Examination
    2017-07-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bradenton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor