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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2014 | 07/2017 |
| Usaa Financial Planning Services | Tampa | FL | 08/2014 | 07/2017 |
| Dosio Innovations | Fleming Island | FL | 12/2014 | 12/2016 |
| Deeply Rooted Grounds | Fleming Island | FL | 04/2016 | Present |
| Lpl Financial, Llc | Ponte Vedra Beach | FL | 07/2019 | Present |
1. 7/25/2019 - Renaissance of Jiu Jitsu LLC - Not Investment Related - 43 Hudson Way, Ponte Vedra Beach, FL 32081 - Business Owner - Owner & Instructor - Started 2/1/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - For-profit Jiu Jitsu academy. 2. 3/3/2020 - Dosio Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2020 - 40 Hours Per Month During Securities Trading. 3. 4/20/2021 - Crosswater Community Church - Not Investment Related - 211 Davis Park Road Ponte Vedra Beach, FL 32081 - Outside/W-2 Employment - Worship Leader - Start Date: 11/1/2020 - 20 Hours Per Month/0 Hours During Securities Trading - Lead music on Sundays at church. 4. 04/23/2024 - Beaches Public Adjusters - Outside/W-2 Employment - Public Adjuster - Not Investment Related - Home Based - Start Date 03/01/2024 - 8 Hours Per Month/ 0 Hours During Trading 5. 11/21/2024 - Clint Dosio Public Adjusting LLC - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 03/22/2024 - 8 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-06 |
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