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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
150 Fortenberry Rd Suite C, Merritt Island, FL 32952 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc | Tampa | FL | 06/2012 | 01/2025 |
| Jonathan Roberts Advisory Group, Inc. | Tampa | FL | 07/2012 | 01/2025 |
| Lpl Financial Llc | Merritt Island | FL | 01/2025 | Present |
1)01/08/2025 - Steve Scott Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/08/2025 - Steve Scott Financial Services - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/1999
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
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