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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4600 Military Trail Ste 226, Jupiter, FL 33458 • United States
4600 Military Trail Suite 226, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nextera Energy | Juno Beach | FL | 08/2021 | 08/2022 |
| Kestra Investment Services Inc | Austin | TX | 08/2022 | 08/2023 |
| La Fitness | Jupiter | FL | 05/2020 | 08/2021 |
| University Of Florida Undergraduate Degree - No Employment | Gainesville | FL | 08/2015 | 08/2019 |
| Volunteering / Studying | Palm Beach Gardens | FL | 08/2019 | 04/2020 |
| Morgan Stanley | Boca Raton | FL | 08/2023 | 07/2025 |
| Kestra Investment Services, Llc | Jupiter | FL | 07/2025 | 03/2026 |
| Kestra Advisory Services, Llc | Jupiter | FL | 07/2025 | 03/2026 |
| Lpl Financial | Jupiter | FL | 04/2026 | Present |
1. 03/2026 - Hein Wealth and Tax Solutions LLC - 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: 3/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
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