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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-09 |
| FL | RA | APPROVED | 2014-03-28 |
Branch Locations
10650 Boardwalk Loop, Bradenton, FL 34202 • United States
601 Bayshore Blvd Ste 960, Tampa, FL 33606 • United States
10980 S. Belcher Road, Largo, FL 33777 • United States
4355 Henderson Blvd, Tampa, FL 33629 • United States
13868 N. Dale Mabry, Tampa, FL 33618 • United States
900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States
1858 Ringling Blvd., Sarasota, FL 34236 • United States
1217 Oakfield Drive, Brandon, FL 33511 • United States
202 N. Franklin Street, Tampa, FL 33602 • United States
4600 West Cypress Street Suite 100, Tampa, FL 33607 • United States
509 W Alexander St, Plant City, FL 33563 • United States
900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States
4400 N Armenia Ave, Tampa, FL 33603 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 03/2014 | Present |
| The Bank Of Tampa | Tampa | FL | 03/2014 | Present |
1) 4/14/2014: BT WEALTH ADVISORS; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related. 2) 9/15/2023: GREGORY M. STAHL REVOCABLE TRUST DTD 04/02/2018; At reported business location(s); Not Inv. related; start date 4/2/2018; 1hr/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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