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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Largo | FL | 05/2018 | 07/2020 |
| T. Rowe Price | Tampa | FL | 11/2015 | 05/2018 |
| 'KIrk Wealth Group Of Raymond James | St. Petersburg | FL | 07/2020 | 04/2022 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 07/2020 | 04/2022 |
| Fidelity Investments | Tarpon Springs | FL | 04/2022 | 06/2022 |
| E*Trade Securities Llc | Temple Terrace | FL | 06/2022 | 06/2024 |
| E*Trade Capital Management Llc | Temple Terrace | FL | 06/2022 | 06/2024 |
| Morgan Stanley | Temple Terrace | FL | 06/2022 | 06/2024 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 06/2024 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 06/2024 | 10/2025 |
| Trusted Check Home Inspections, Llc | Zephyrhills | FL | 04/2021 | Present |
| Suny Empire State College | Saratoga Springs | NY | 10/2014 | 04/2017 |
| Bank Of America, N.A. | Lakeland | FL | 07/2024 | 10/2025 |
| Lpl Financial | Lakeland | FL | 10/2025 | Present |
1. 10/2025 - Business Owner - Trusted Check Home Inspections, LLC - Investment Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Zephyrhills FL 33541 - OBA Start Date: 04/21/2021 2, 10/2025 - Cultivate Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 10/13/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-10 |
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