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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
415 Fortenberry Road, Merritt Island, FL 32952 • United States
3950 S Washington Ave, Titusville, FL 32780 • United States
Bldg M7-0301 Rm 1022 Kennedy Space Center, Kennedy Space Center, FL 32899 • United States
7347 N Hwy Us 1, Cocoa, FL 32927 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Rockledge | FL | 02/2013 | 04/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2013 | 04/2017 |
| Cetera Investment Advisors Llc | Saint Cloud | MN | 01/2014 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 06/2017 | 02/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2021 | Present |
| Cuna Mutual Group | Waverly | IA | 03/2021 | Present |
| Lpl Financial Llc | Merritt Island | FL | 05/2022 | Present |
1.05/13/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Launch Retirement & Investment Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.08/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-19 |
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