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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-10
FL RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2024-01-10
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2009 → 07/2021
    Waddell & Reed Inc
    St Petersburg, FL
  • 04/2009 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Odessa, FL
  • 08/2013 → 08/2017
    Rental Property
    Lakewood, CO
  • 08/2013 → 08/2017
    Naifa Tallahassee
    Tallahassee, FL
  • 09/2014 → 10/2016
    Startup Quest
    Tallahassee, FL
  • 07/2018 → 11/2019
    Naifa Florida
    Tallahassee, FL
  • 05/2021 → Present
    St. Peter The Apostle Catholic Church - Men's Group Board
    Trinity, FL
  • 05/2021 → Present
    The Davino Agency, Inc.
    Tallahassee, FL
  • 06/2021 → Present
    St. Peter The Apostle Catholic Church - Finance Committee
    Trinity, FL
  • 07/2021 → Present
    St Petersburg, FL
Previous Registrations
  • 2009-04-02 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Tallahassee, FL
    Atlanta, GA
    Charleroi, PA
    Maitland, FL
    Atlanta, GA
    St Petersburg, FL
  • 2005-02-09 → 2009-04-03
    Denver, CO
    Denver, CO
Other Businesses

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 -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-08
  • S66 Uniform Combined State Law Examination
    2005-02-08
Designations

View on SEC IAPD

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