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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-30 |
| FL | RA | APPROVED | 2022-01-19 |
Branch Locations
801 International Pkwy Ofc 5070, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Heathrow | FL | 07/2014 | 12/2021 |
| Bank Of America, N.A. | Heathrow | FL | 02/2015 | 12/2021 |
| Lpl Financial Llc | Lake Mary | FL | 12/2021 | Present |
1) 1/2022- Traditions Wealth and Legacy Planning- DBA for LPL Business (entity for LPL business)- inv related- Lake Mary, FL 2) 1/19/2022 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/14/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-02 |
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