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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-23 |
| FL | RA | APPROVED | 2021-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Lpl Financial Llc | Miami | FL | 05/2021 | Present |
1)National Marketing Group - Non-Variable Insurance -Trails only - Inv. Related- Doral, FL- start date 2010 2) 08/09/2021 - Pinecrest Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/25/2021 - 250 Hours Per Month/40 Hours During Securities Trading. 3) 05/12/2022-E4 Insurance Services-- INVESTMENT RELATED- At Reported Business location(s)- Non-Variable Insurance-Broker- START DATE: 05/11/2022-5 Hours Per Month/0Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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