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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-11 |
| FL | RA | APPROVED | 2021-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All In Casino Events | Orlando | FL | 08/2005 | 07/2021 |
| Jose Tagle Iii- Contractor | Winter Park | FL | 04/2015 | 03/2019 |
| Charles Schwab | Orlando | FL | 10/2015 | 08/2020 |
| Charles Schwab | Orlando | FL | 08/2020 | 07/2021 |
| Lpl Financial Llc | Lake Mary | FL | 08/2021 | Present |
1) 08/02/2021 - Gulfstream Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/23/2024 - Nextpoint - Non-Variable Insurance - Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/22/2024 - 4 Hours Per Month/ During Trading 3) 10/23/2024 - M Williamson Insurance Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/17/2024 - 10 Hours Per Month/ During Trading 4) 03/18/2025 - The brokers network - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:11/25/2024 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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