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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Lakewood Ranch | FL | 06/2015 | 09/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2017 | 12/2023 |
| Suntrust Bank | Sarasota | FL | 12/2017 | 12/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 12/2017 | 09/2023 |
| Unemployed | Lake Worth | FL | 09/2017 | 11/2017 |
| Lpl Financial Llc | Sarasota | FL | 12/2023 | Present |
| Bmo Bank Na | Sarasota | FL | 12/2023 | Present |
1) 11/2023 - BMO Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/2023 - BMO Bank NA / Premier Banker / Financial Institution Duty / Inv. Related / Start date 12/11/2023 - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-16 |
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