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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clearwater | FL | 07/2020 | 03/2023 |
| Morgan Stanley | Clearwater | FL | 01/2020 | 07/2020 |
| Oakford Park Capital, Inc. | Tampa | FL | 03/2019 | 01/2020 |
| Abm Valet Services | Tampa | FL | 02/2018 | 10/2018 |
| Hibbett Sports | Tampa | FL | 05/2017 | 09/2017 |
| Usf Student Government | Tampa | FL | 09/2016 | 05/2017 |
| Hibbett Sports | Clermont | FL | 07/2015 | 09/2016 |
| Keke's Breakfast Cafe | Clermont | FL | 07/2015 | 09/2016 |
| University Of South Florida | Tampa | FL | 08/2016 | 02/2018 |
| University Of South Florida | Tampa | FL | 10/2018 | 08/2020 |
| Greenbridge Wealth Management | Clearwater | FL | 09/2021 | 06/2023 |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 08/2022 | 03/2023 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2023 | 06/2023 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 05/2023 | 06/2023 |
| Jack's Coverage | Tampa | FL | 07/2023 | Present |
| Cn Wealth Management Group Dba Keybridge Wealth Management | Clearwater | FL | 01/2025 | 01/2026 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 01/2025 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 01/2025 | 01/2026 |
| Unemployed | Tampa | FL | 01/2026 | 05/2026 |
| Lpl Enterprise Llc | Tampa | FL | 05/2026 | Present |
1. 04/30/2026 - SCALE, Group LLC - Business Entity For Tax/Investment Purposes Only - Tampa FL - Not Inv Related - OBA Start Date: 08/15/2023 - 0 Hour(s)/Month - 0 Hour(s) During Trading 2. 04/30/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Tampa FL - Inv Related - OBA Start Date: 04/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 04/30/2026 - Jack Mangiafico N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Tampa FL - Inv Related - OBA Start Date: 04/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 4. 04/30/2026 - Jack's Coverage - Non-Variable Insurance - Tampa FL - Inv Related - OBA Start Date: 08/15/2023 - 16 Hour(s)/Month - 0 Hour(s) During Trading 5. 04/30/2026 - The Little St. Nick Foundation - Non-Profit Board Member - East Rockaway NY - Not Inv Related - OBA Start Date: 01/27/2026 - 10 Hour(s)/Month - 0 Hour(s) During Trading 6. 04/30/2026 - Knights of Columbus - Non-Profit Board Member - Tampa FL - Not Inv Related - OBA Start Date: 03/19/2025 - 15 Hour(s)/Month - 0 Hour(s) During Trading 7. 04/30/2026 - MovingYourself - Outside/W-2 Employment - Tampa FL - Not Inv Related - OBA Start Date: 02/26/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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