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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
9015 Town Center Parkway Suite 111, Lakewood Ranch, FL 34202 • United States
9015 Town Center Parkway Suite 111, Lakewood Ranch, FL 34202 • 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 |
|---|---|---|---|---|
| Retirement Strategies Of Maryland | Towson | MD | 06/2012 | 09/2020 |
| First Allied Securities | San Diego | CA | 03/2014 | 09/2018 |
| First Allied Securities, Inc. | San Diego | CA | 09/2018 | 09/2020 |
| Cetera Advisors Llc | Lakewood Ranch | FL | 09/2022 | 04/2026 |
| Cetera Investment Advisors | Schaumburg | IL | 09/2020 | 04/2026 |
| Lpl Financial Llc | Lakewood Ranch | FL | 05/2026 | Present |
1. 04/2026- Retirement Strategies of America, LLC - DBA for LPL Business (entity for LPL business)- Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - Lakewood Ranch FL 34202 - OBA Start Date: 5/1/2026 2. 04/2026 - Carey Insurance Group, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Parrish FL 34219 - OBA Start Date: 03/01/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
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