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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens First Bank | The Villages | FL | 05/2007 | 01/2026 |
| Infinex Investments, Inc | The Villages | FL | 05/2007 | 01/2026 |
| Lpl Financial | The Villages | FL | 01/2026 | Present |
| Seacoast Bank | The Villages | FL | 01/2026 | Present |
1. 01/2026 - The Finishing Touch Home Decor, LLC - Business Owner - inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Ocala FL 34480 - OBA Start Date: 01/02/2000 2. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Seacoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-28 |
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