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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
| FL | RA | APPROVED | 2025-12-04 |
Branch Locations
3300 Pga Blvd, Ste 990, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus And Company Incorporated | Baltimore | MD | 03/2016 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 01/2018 | 07/2019 |
| Bank Of America, N.A. | Stuart | FL | 04/2018 | 07/2019 |
| Lpl Financial Llc | Port St. Lucie | FL | 07/2019 | 05/2020 |
| Seacoast Bank | Port St. Lucie | FL | 07/2019 | 06/2020 |
| Jp Morgan Chase Bank, N.A. | Stuart | FL | 08/2020 | 12/2025 |
| Jp Morgan Securities, Llc | Stuart | FL | 08/2020 | 12/2025 |
| Unemployed | Baltimore | MD | 12/2017 | 12/2017 |
| Unemployed | Stuart | FL | 07/2020 | 07/2020 |
| Lpl Financial Llc | Stuart | FL | 12/2025 | Present |
1. 11/2025 - Lighthouse Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Hrs/Mth - 180 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 12/01/2025 2. 02/04/2026 - Sercia Consulting LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 60 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-03 |
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