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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-04 |
Branch Locations
304 W Venice Ave Ste 201, Venice, FL 34285 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Cape Coral | FL | 12/2015 | 11/2016 |
| Wells Fargo Bank Na | Cape Coral | FL | 12/2015 | 02/2019 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2011 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Cape Coral | FL | 11/2016 | 02/2019 |
| Lpl Financial Llc | Cape Coral | FL | 02/2019 | Present |
1) 2/14/2019 - DBA for LPL Business (entity for LPL business) - Fort Myers Wealth Management Group - Fort Myers, FL 2) 2/14/2019 - NOTARY - FT Myers, FL 3) 3/25/2021 - 365 Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2021 - 40 Hours Per Month During Securities Trading. 4) 01/05/2024 - No Business Name - Inv Related - At Reported Business location(s) - Tax Prep/Accounting/CPA - Enrolled Agent - Started: 10/1/2023 - 2 hrs/mo During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-05 |
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