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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-30 |
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
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 |
|---|---|---|---|---|
| Stephens Wealth Management Group Raymond James | Flint | MI | 06/2016 | 12/2016 |
| Student | Flint | MI | 12/2016 | 10/2017 |
| Consumers Energy | Flint | MI | 10/2017 | 06/2018 |
| Zf Friedrichshafen | Livonia | MI | 06/2018 | 12/2018 |
| Unemployed | Burton | MI | 12/2018 | 08/2019 |
| Agon Inc | Mclean | VA | 08/2019 | 10/2019 |
| Unemployed | Orlando | FL | 10/2019 | 12/2019 |
| Circle Logistics | Orlando | FL | 12/2019 | 02/2020 |
| Unemployed | Orlando | FL | 02/2020 | 05/2020 |
| Amazon | Tampa | FL | 05/2020 | 06/2020 |
| Pcs Title | Orlando | FL | 06/2020 | 10/2020 |
| Amazon | Auburndale | FL | 10/2020 | 01/2021 |
| White Cap | Orlando | FL | 01/2021 | 05/2021 |
| Holiday Inn Club Vacations | Orlando | FL | 05/2021 | 02/2022 |
| Unemployed | Milwaukee | WI | 02/2022 | 05/2022 |
| Holiday Inn Club Vacations | Orlando | FL | 05/2022 | 11/2022 |
| Student | Flint | MI | 11/2022 | 07/2023 |
| Kiewit | Orlando | FL | 07/2023 | 06/2024 |
| Unemployed | Orlando | FL | 06/2024 | 10/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2024 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 12/2024 | 10/2025 |
| Lpl Enterprise Llc | Orlando | FL | 11/2025 | Present |
1. 10/29/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Orlando, FL - Inv Related - OBA Start Date: 10/14/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 10/29/2025 - Urundi Knox, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Orlando, FL - Inv Related - OBA Start Date: 10/14/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 12/01/2025-Willie Mack III LLC-Caddy-Coach/ Sports/ Fitness-Not Inv Related-At Orlando, FL-Start date 12/01/2025-2hrs/mth-2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
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