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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-17 |
Branch Locations
20701 Bruce B Downs Blvd Ste 206, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Tampa | FL | 02/2015 | 05/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2015 | 05/2021 |
| Cetera Investment Advisers Llc | Tampa | FL | 02/2015 | 05/2021 |
| Lpl Financial Llc | Safety Harbor | FL | 05/2021 | Present |
1) 5/2021- AdviceWise Financial - DBA for LPL Business (entity for LPL business)- Inv. Related- Safety Harbor, FL- start date 5/2021- 160hrs/mth 2) 03/27/2024 - ZFL Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/20/2024 - 1 Hour Per Month/ During Trading 3) 05/30/2024 - ZFL Industries LLC - Non-Inv Related - Rep's Business - Owner/Manager - Started: 6/3/2024 - 8 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-02 |
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