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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
2932 Wellington Cir Ste A, Tallahassee, FL 32309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tallahassee | FL | 12/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Tallahassee | FL | 01/2012 | 07/2021 |
| Richard Theobald | St Petersburg | FL | 01/2014 | 07/2021 |
| Bni Capital Exchange | Tallahassee | FL | 10/2014 | 09/2017 |
| American Lung Association In Florida | Jacksonville | FL | 09/2015 | 12/2016 |
| Theobald-Bascom Group | Tallahassee | FL | 01/2016 | 07/2021 |
| Rental Property Andrew Bascom | Tallahassee | FL | 11/2016 | 07/2021 |
| Echo | Tallahassee | FL | 04/2017 | 07/2021 |
| Thick & Swoll Llc | Tallahassee | FL | 07/2017 | 08/2018 |
| Luminosity Real Estate, Llc | Tallahassee | FL | 07/2019 | 07/2021 |
| Lpl Financial Llc | Tallahassee | FL | 07/2021 | Present |
1) 08/25/2021 - Started 10/17/2018- Luminosity Financial- DBA for LPL Business (entity for LPL business)- inv. related- Tallahassee, FL 2) 08/25/2021 - Started 1/1/2016- Theobald-Bascom Group- Business Entity For Tax/Investment Purposes Only- non-inv. related- Tallahassee, FL - 0hrs/mth 3) 08/31/2021 - TBD - Investment Related - Non-Variable Insurance -At Reported Business Location(s) - Start Date:8/1/2021- 5 Hrs/Mth - 0 Hrs During Trading. 4) 08/25/2021 - Started 1/1/2016- Theobald-Bascom Group- Business Entity For Tax/Investment Purposes Only- non-inv. related- Tallahassee, FL - 0hrs/mth 5) 08/31/2021 - Started 10/17/2018- Luminosity Financial- DBA for LPL Business (entity for LPL business)- inv. related- Tallahassee, FL 6) 08/31/2021 - Started 8/2019- Luminosity Real Estate LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- Tallahassee, FL- 2hrs/mth 7) 10/23/2024 - Rental Property - Andrew Bascom - Real Estate Rental - Owner - Investment Related - Tallahassee, FL - STart Date 12/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 8) 05/08/2025 - Fenstermaker & Associates Real Estate Advisors - Not Investment Related - Mortgage/Real Estate Services - Start Date: 04/28/2025 - 10 Hour Per Month/ 1 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-05 |
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