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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
| FL | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sears | Pensacola | FL | 08/2016 | 12/2017 |
| Iron Financial Group Llc | Pensacola | FL | 05/2022 | 02/2023 |
| Mml Investors Services, Llc | Pace | FL | 02/2023 | 08/2023 |
| Mass Mutual Insurance Company | Pace | FL | 01/2023 | 08/2023 |
| Lpl Financial Llc | Milton | FL | 09/2023 | Present |
| Nylife Securities Llc | Pensacola | FL | 08/2016 | 12/2022 |
| New York Life | Pensacola | FL | 01/2015 | 12/2022 |
1) 09/27/2023 - Iron Financial LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 09/06/2023 - 160 Hrs per month 8Hrs during Trading 2) 03/05/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/25/2023 - Time Spent 30% 3. 03/14/2025 - Bull Flipping - Other - House Flipping - Non Investment Rel - State Date: 03/13/2025 10Hrs/Mnth 0Hrs during Trading 4. 07/29/2025 - Alpha Tax Group - Tax Prep/Accounting/CPA - Home Based - Inv rel - Start date: 08/01/205 - 10hrs/mnth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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