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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| WV | RA | APPROVED | 2020-12-07 |
| FL | RA | APPROVED | 2020-10-26 |
Branch Locations
3345 University Ave Ste 5, Morgantown, WV 26505 • United States
5637 Strand Blvd, Naples, FL 34110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Myers | FL | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 11/2016 | 10/2020 |
| Lpl Financial, Llc | Naples | FL | 10/2020 | Present |
1) 2026-04-20 - TO BE DETERMINED - Farm - Business Owner - N - 20 - 0 - Naples FL - 2026-04-08 - Agricultural activities (bees, livestock, orchard, garden) 2) 2025-11-03 - Suprema Lex Holdings LLC - Other - Real Estate Holding Company - N - 1 - 0 - at reported business location(s) - 2025-10-30 - 3) 2025-11-03 - 11448 QVW LLC - Real Estate Rental - Y - 5 - 0 - 5637 Strand Blvd, Naples, FL 34110 - 2025-10-30 - 4) 2025-11-03 - Opera Domini Realty Services LLC - Other - Reps Business - N - 3 - 0 - at reported business location(s) - 2025-10-30 - 5) 2025-07-07 - P Family Tax Services LLC dba Trilith Tax - Tax Prep/Accounting/CPA - Y - 10 - 1 - Our Naples, FL and Morgantown, WV offices - 2025-05-20 - 6) 2025-03-19 - Trilith Insurance - Insurance Agency - Y - 10 - 1 - 5637 Strand Blvd, Naples, FL 34119 3345 University Avenue, Suite 5, Morgantown, WV 26505 - 2025-03-19 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
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