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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayshore Advisory Services | Tampa | FL | 05/2002 | Present |
| Roberts, Seward & Company, Pa | Tampa | FL | 11/1998 | Present |
| Invest Financial Corporation | Clearwater | FL | 01/2011 | 02/2018 |
| Lpl Financial Llc | Clearwater | FL | 02/2018 | Present |
1. 02/14/2018 - SURPLUS LLC - Not Investment Related - 337 S. PLANT AVENUE TAMPA FL 33606 - Business Entity For Tax/Investment Purposes Only - Start Date 12/15/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 2. 6/6/2018 - No Business Name - Investment Related - 337 S Plant Ave Tampa, FL 33606 - Non-Variable Insurance - Start Date: 04/05/2018 - 2 Hours Per Month/2 Hours During Securities Trading - Fixed insurance, not FIA's. 3. 01/08/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/05/2018 - 2 Hours Per Month/ During Trading 4. 02/01/2024 - BAYSHORE ADVISORY SERVICES - Not Investment Related - Tampa, FL - Business Entity For Tax/Investment Purposes Only - CPA/Consultant/Owner - Start Date: 12/28/2017 - 15 Hours Per Month During Securities Trading. 5. 02/01/2024 - Seward & Company, P.A. - Inv Related - Tampa, FL - CPA Affiliate Program - Accounting and tax services - Started: 10/24/2023 - 40 Hrs/mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
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