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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
6767 North Wickham Road Suite 400P, Melbourne, FL 32940 • United States
1711 Amazing Way, Suite 209, Ocoee, FL 34761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Tampa | FL | 09/2014 | 06/2026 |
| Mml Investors Services, Llc | Tampa | FL | 09/2014 | 06/2026 |
| Lpl Financial Llc | Ocoee | FL | 06/2026 | Present |
1. 06/2026– BRL Wealth Management LLC – Business Entity For Tax/Investment Purposes Only – Not Inv Related – 200 Hour(s)/Month – 160 Hour(s) During Trading – Windermere FL 34786 – OBA Start Date: 01/01/2024 2. 06/2026 – Cypress Point Wealth Partners – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Windermere FL 34786 – OBA Start Date: 6/18/2026 3. 06/2026 – Brian Lubel – Non-Variable Insurance – Inv Related – 5 Hour(s)/Month – 4 Hour(s) During Trading – Windermere FL 34786 – OBA Start Date: 02/25/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-16 |
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