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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2018-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 12/2013 | 07/2017 |
| Lpl Financial Llc | Bradenton | FL | 07/2017 | Present |
1) 7/31/17- Shoreline Financial Partners-DBA for LPL Business (entity for LPL business)- Inv. Related- Bradenton, FL- 100% 2) 7/31/17- Buckle Insurance Services- Non-Variable Insurance- Agent for life, health, disability, fixed annuities, and LTC/ Inv. Related- Bradenton, FL- 2% 3) 11/14/2018 - SeaCoast Financial Partners II - DBA: SeaCoast Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:10/30/2018 - 170 Hours Per Month/7 Hours During Trading. 4) 04/25/2024 - Wheels Up - Outside/W-2 Employment - Pilot - Not Investment Related - Home Based - Start Date 12/04/2023 - 40 Hours Per Month/ 25 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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