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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-05-01 |
Branch Locations
2980 Northeast 207Th St Suite 609, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education | Gainesville | FL | 07/2012 | 12/2016 |
| Ubs Financial Services | New York | NY | 01/2017 | 05/2026 |
| Lpl Financial | Aventura | FL | 05/2026 | Present |
1. 04/2026 - Altaire Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-02 |
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