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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-06 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
35111 Us Highway 19 North Suite 208A, Palm Harbor, FL 34684 • United States
35111 Us Highway 19 North Suite 208A, Palm Harbor, FL 34684 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St. Louis | MO | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 02/2026 |
| Lpl Financial Llc | Palm Harbor | FL | 02/2026 | Present |
1. 02/2026 - Paragon Capital Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 150 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/17/2026 2. 02/2026 - Beatty Law - Attorney/ Legal Services - Inv Related - 15 Hour(s)/Month - 06 Hour(s) During Trading - Palm Harbor, FL , 34684 - OBA Start Date: 02/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-13 |
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