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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
3277 Fruitville Rd Bldg. F1, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Cedar Park | TX | 09/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cedar Park | TX | 09/2016 | 01/2018 |
| Onchain Ventures Llc | Austin | TX | 01/2016 | 09/2025 |
| Usaa Financial Advisors Inc | Addison | TX | 04/2019 | 07/2019 |
| Usaa Investment Management Company | Addison | TX | 04/2019 | 07/2019 |
| S3 | Addison | TX | 04/2019 | 07/2019 |
| Morgan Stanley | Sarasota | FL | 01/2021 | 05/2022 |
| Morgan Stanley | Temple Terrace | FL | 06/2022 | 10/2022 |
| Lpl Financial Llc | Sarasota | FL | 09/2025 | Present |
1) 07/2025 - ONCHAIN VENTURES LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Owner / Sarasota FL 342 / Start date 04/15/2025 - 40 hrs per month - 10% time spent 2) 07/2025 - The InCompass Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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