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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-22 |
| TX | RA | APPROVED_RES | 2016-11-21 |
Branch Locations
50 Leanni Way C2, Palm Coast, FL 32137 • United States
1 Florida Park Dr N Ste 105B, Palm Coast, FL 32137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Financial Partners Inc | Palm Coast | FL | 05/2010 | Present |
| Voya Financial Advisors | Palm Coast | FL | 09/2014 | 11/2016 |
| Lpl Financial, Llc | Palm Coast | FL | 11/2016 | Present |
1) 11/18/2016- Alliance Financial Partners Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/4/2012 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2) 10/06/2025 - Alliance Financial Partners Inc. - Investment Related - Real Estate Rental - Start Date:12/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-13 |
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