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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
16703 Early Riser Ave Ste 247, Land O Lakes, FL 34638 • United States
28100 Us Hwy 19 N, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | St Petersburg | FL | 04/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Odessa | FL | 04/2009 | Present |
| Rental Property | Lakewood | CO | 08/2013 | 08/2017 |
| Naifa Tallahassee | Tallahassee | FL | 08/2013 | 08/2017 |
| Startup Quest | Tallahassee | FL | 09/2014 | 10/2016 |
| Naifa Florida | Tallahassee | FL | 07/2018 | 11/2019 |
| St. Peter The Apostle Catholic Church - Men's Group Board | Trinity | FL | 05/2021 | Present |
| The Davino Agency, Inc. | Tallahassee | FL | 05/2021 | Present |
| St. Peter The Apostle Catholic Church - Finance Committee | Trinity | FL | 06/2021 | Present |
| Lpl Financial Llc | St Petersburg | FL | 07/2021 | Present |
1) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Financial Seasons Group - DBA for LPL Business (entity for LPL business) - Y - 80 - 80 - at reported business location(s) - 2026-04-01 - DBA for an LPL Financial Practice that we are partnering 2) 2026-01-26 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Pinnacle Advisors - DBA for LPL Business (entity for LPL business) - Y - 0 - 0 - at reported business location(s) - 2026-01-20 - Pinnacle Advisors as DBA for partnership 3) 2025-07-15 - None - Non-Variable Insurance - Y - 5 - 2 - at reported business location(s) - 2025-07-11 - 4) 2026-02-10 - DJC Holdings LLC - Other - LLC for purposes of buying rental properti - Y - 5 - 1 - at reported business location(s) - 2025-02-12 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-08 |
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