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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
3750 Sunset Dr, South Miami, FL 33142 • United States
3399 Ponce De Leon, Coral Gables, FL 33134 • United States
4301 N Federal Hwy, Oakland Park, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Miami | FL | 08/2015 | 08/2022 |
| Grove Bank And Trust | Palmetto Bay | FL | 08/2022 | 11/2025 |
| Infinex Investments, Inc. | Meriden | CT | 11/2022 | 11/2025 |
| Lpl Financial Llc | Miami | FL | 12/2025 | Present |
| United Community Bank | Miami | FL | 12/2025 | Present |
1.12/2025 - Public Notary - Notary - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Miami, FL 33176 - OBA Start Date: 11/16/2016 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name United Community Advisors - Investment Related - At Reported Business Location(s) - Start Date: 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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