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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
Branch Locations
1995 E Oakland Park Blvd Ste 105, Fort Lauderdale, FL 33306 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Lauderdale | FL | 10/2012 | 11/2016 |
| Lpl Financial | Fort Lauderdale | FL | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 04/2024 |
| Ameriprise Financial Services, Llc | Fort Lauderdale | FL | 04/2024 | 06/2026 |
1. 06/2026 - Sunstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 2. 06/2026 - Sout Florida Fixer - Business Owner - Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Oakland Park, FL, 33334 – OBA Start Date: 04/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-14 |
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