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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
6996 Piazza Grande Ave Ste 207, Orlando, FL 32835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rest Insured | Orlando | FL | 09/2003 | 07/2021 |
| Waddell & Reed, Inc | Orlando | FL | 11/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Orlando | FL | 11/2007 | 07/2021 |
| Kiwanis Club Of Orlando | Orlando | FL | 08/2008 | 07/2021 |
| Apopka Vineland Road Landscape Committee | Orlando | FL | 06/2015 | 07/2021 |
| Lake Rose Ridge Home Owners Association Inc | Orlando | FL | 02/2016 | 07/2021 |
| Ep Wealth Strategies | Orlando | FL | 11/2018 | 07/2021 |
| Lpl Financial Llc | Orlando | FL | 07/2021 | Present |
1) 11/2003 - Non-Variable Insurance / Non-Variable Insurance Trails Only Tony Pike / Investment Related / 1% / Orlando, FL 32835 2) 07/2021 - DBA for LPL Business (entity for LPL business) / EP Wealth Strategies / Investment Related / Orlando, FL 32835 3) 01/15/2008 - Business Entity For Tax/Investment Purposes Only / Rest Insured, LLC / Not Investment Related / 1HR/Mo / Orlando, FL 32835
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
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