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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-05-27 |
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
7071 Stone Dr Suite B, Daphne, AL 36526 • United States
1673 Mahan Center Blvd, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tallahassee | FL | 11/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Tallahassee | FL | 05/2012 | 07/2021 |
| The Davino Agency Inc | Tallahassee | FL | 01/2019 | 07/2021 |
| U-Vest Holdings. Llc | Tallahassee | FL | 05/2019 | 07/2021 |
| Lpl Financial Llc | Tallahassee | FL | 07/2021 | Present |
1) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Financial Seasons Group - DBA for LPL Business (entity for LPL business) - Y - 80 - 80 - at reported business location(s) - 2026-04-17 - DBA for an LPL Financial Practice that we are partnering 2) 2026-02-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Pinnacle Advisors - DBA for LPL Business (entity for LPL business) - Y - 0 - 0 - at reported business location(s) - 2026-02-03 - Pinnacle Advisors as DBA for Partnership 3) 2025-07-15 - Midland National - Non-Variable Insurance - Y - 12 - 12 - at reported business location(s) - 2025-07-11 - 4) 2024-06-27 - H & H United LLC - Business Entity For Tax/Investment Purposes Only - N - 5 - 0 - at reported business location(s) - 2024-06-13 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
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