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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-25 |
Branch Locations
13465 Daniels Commerce Blvd, Ft Myers, FL 33966 • United States
10580 Colonial Blvd Unit 108, Ft Myers, FL 33913 • United States
5705 Lee Blvd West, West Ft Myers, FL 33971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 02/2020 |
| Bank Of The Ozarks | Fort Myers | FL | 07/2016 | 02/2018 |
| Union Management And Consulting Llc | Fort Myers | FL | 02/2018 | 08/2018 |
| Wells Fargo Bank, Na | Fort Myers | FL | 05/2020 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 05/2020 | 04/2023 |
| Lpl Financial Llc | Tampa | FL | 04/2023 | Present |
| Suncoast Credit Union | Tampa | FL | 04/2023 | Present |
1) 04/03/2023 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 04/03/2023 - Suncoast Credit Union - Notary - Tampa Fl 33610 - Investment related - Start date: 07/01/2020. 3) 03/22/2023 - Real Estate Rental - Owner - 13200 Broadhurst Loop, Fort Myers, FL 33919 ; 13200 Broadhurst Loop, Fort Myers, FL 33919 - Investment related - Start date: 06/01/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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