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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
12425 28Th St. N. Suite 300, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Lutz | FL | 03/2015 | 11/2024 |
| Tidemark Financial Services And Insurance | Bradenton | FL | 03/2015 | 10/2018 |
| Beasley Broadcasting | St. Petersburg | FL | 01/2015 | 03/2019 |
| Clearpath Advisory Group, Llc | St. Petersburg | FL | 04/2019 | Present |
| Wiregrass Financial | Wesley Chapel | FL | 11/2018 | 04/2019 |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1. 06/20/2025 - ClearPath Advisory Group - DBA for LPL Business (entity for LPL business) - Tampa, FL - INV REL - Start Date 02/11/2021 - 80hrs/mth 2. 06/20/2025 - Ochs Media -President- Radio/ TV/ Podcast - Lutz, FL - NOT INV REL - Start Date 08/04/2009 - 1hr/mth-1hrs/mth during trading 3. 08/03/2026-ClearPath Wealth Advisors-Operations Manager-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/04/2026-34hrs/mth-34hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-04 |
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