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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-23 |
| TX | RA | APPROVED_RES | 2022-03-18 |
Branch Locations
801 West Bay Drive Suite 707, Largo, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Largo | FL | 10/2015 | 03/2022 |
| Lpl Financial Llc | Largo | FL | 03/2022 | Present |
1) 3/2022- Premier Planning Partners- DBA for LPL Business (entity for LPL business)- inv. related- Largo, FL 2) 3/2022- Premier Planning Partners- Non-Variable Insurance- Agent selling Life, Disability, LTCi, Medicare- inv. related- Largo FL- start date 2008- 60hrs/mth 3) 3/2022- D'Elia Financial Group- Business Entity For Tax/Investment Purposes Only- inv. related- Largo, FL- start date 2008- 200 hrs/mth 4) 11/15/2022 - Consilium Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/14/2022 - 4 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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