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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-12 |
Branch Locations
6150 Diamond Centre Ct # 603, Fort Myers, FL 33912-7147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Fort Lauderdale | FL | 09/2014 | 09/2020 |
| Ssn Advisory, Inc | Fort Lauderdale | FL | 09/2014 | 09/2020 |
| Securities America, Inc. | Fort Myers | FL | 09/2020 | 12/2023 |
| Securities America Advisors, Inc. | Fort Myers | FL | 09/2020 | 12/2023 |
| Lpl Financial Llc | Fort Myers | FL | 12/2023 | Present |
1) 11/2023 - Titan Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 95% time spent 2) 11/2023 - Paradise Financial Planning LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Fort Myers, FL - Owner - Start Date 3/1/2020 - 5hrs/month - 1% time spent 3) 11/2023 - No Business Name - Non-Variable Insurance - Inv. Related - Fort Myers, FL - Agent Selling Insurance- Start Date 12/11/2023 - 1hr/month - 5% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
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