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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-19
  • FL RA
    APPROVED
    Since 2025-11-19

Branch Locations

Orlando, FL • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

2128 Piedmont St, Orlando, FL 32805 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nbc Securities, Inc. Maitland FL 07/2013 11/2025
Md Capital Orlando FL 07/2013 11/2025
Lpl Financial Llc Orlando FL 11/2025 Present
  • 07/2013 → 11/2025
    Nbc Securities, Inc.
    Maitland, FL
  • 07/2013 → 11/2025
    Md Capital
    Orlando, FL
  • 11/2025 → Present
    Orlando, FL
Previous Registrations
Other Businesses

1) 11/2025 - Psilo Legacy Development LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 120 hrs per month 2) 11/2025 - 814. W Comstock Ave LLC. / Real Estate Rental / Inv Related / Orlando FL 32805 / Start date 05/06/2021 - 10 hrs per month 3) 12/31/2025 - Psilo Legacy Development LLC - Non-Variable Insurance - Member - Investment Related - At Reported Business Location(s) - Start Date 12/11/2025 - 20 hours per month/ 10 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
  • S66 Uniform Combined State Law Examination
    2007-03-02
Other Names
  • Psi Stephens

View on SEC IAPD

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