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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
1812 Manatee Avenue West, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgim Investments,Llc | St. Petersburg | FL | 11/2000 | 09/2024 |
| Prudential Investment Management Services Llc | St. Petersburg | FL | 07/2011 | 09/2024 |
| Lpl Financial Llc | Brandon | FL | 09/2024 | Present |
| It'LL Fit Charters | Petersburg | FL | 09/2023 | Present |
| Cutesy Fly | Petersburg | FL | 09/2023 | Present |
1- 9/2024 / Focus Wealth Strategies LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 9/2024 / It'll Fit Charters / Other- Business / Not Business related / Not Investment Related / Petersburg FL / Start date: 09/04/2023 3- 9/2024 / Real Estate Rental / Real Estate Rental / Investment Related / Mays Landing NJ / Start date: 09/01/2008 4- 9/2024 / Cutsey Fly / Other- Business Owner / Not Investment Related / Petersburg FL / Start date: 09/04/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-17 |
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